Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Investment Management

Previous experience

  • Financial Advisor, CUNA BROKERAGE SERVICES, INC, 2013-2020 , Scituate Rhode Island

Community participation

Volunteer Rescue Lieutenant - Nasonville Volunteer Fire Department 1999-2004
Woonsocket Police - Volunteer Reserve Patrolman. 2001-2004

Interests

  • Married 19 years (Wife Charisse)
  • 4 Children (Ayden 16, Collin 15, Austin 10, Lise Anne 8)