As a Managing Principal, I focus on helping build multi-generational wealth, working with experienced investors along with professionals who are coming into their own financially. My commitment to you begins with listening, which allows me to offer planning tailored solutions to help meet your needs and an unwavering regard for your best interest.

I bring over 30 years of industry experience, along with a degree from Babson College majoring in Finance and Investments. With a mix of integrity, client responsibility, technology, and experienced money managers, I provide trusted navigation through life events and strive to make you feel like you are my only client while doing so. I take a comprehensive approach to wealth management, consisting of four cornerstones: investments, liability management, risk management, and trust/estate planning services.

I am a strong believer in having a work/life balance that gives me the freedom to spend quality time with my wife Kristen and our children, Brian and Beatrice. We all share a love for being on and around the water, something that I have enjoyed throughout my life. Kristen and I are both from Barrington, RI where we still reside today with our family. I have a long-standing commitment to community involvement and am currently active in the Hattie Ide Chafee Nursing Home and the Barrington Yacht Club, organizations about which I am very passionate.

With 25 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Before entering the financial services industry, I was an auditor for four years with a local accounting firm (no longer offer any of these services). My extensive experience — throughout major shifts in the markets — enables me to help my clients structure balanced portfolios to address their specific financial goals.
 
I began my financial services career as a Financial Advisor with Morgan Stanley, formerly Dean Witter, where I worked for 16 years. I then moved my financial practice to Wells Fargo Advisors in Providence in 2011 and then Wells Fargo Advisors Financial Network in 2022. I have served investors for over 25 years and look forward to helping them meet their financial goals for many years to come.

I have earned a Bachelor’s Degree in Accounting from Bryant College. Away from the office, I also enjoy playing golf, tennis and coaching youth sports. My wife Diane and I live in Cranston with our 2 children, Michael & Eliana.

Retirement Income Planning

Believe it or not, an aspect of retirement planning often overlooked is an understanding of how much annual income likely awaits you at retirement and whether that amount matches your expectations. I can help you determine which retirement income strategies may help you reach your needs and goals – whether you hope to have access to a lifelong income stream; maintain flexibility and control of the principal; have opportunities to grow the principal or increase the income; or have enough income to last the rest of your life.

CA Insurance License #0E82855. Resident State RI.

With over two decades of experience as a Financial Advisor, I am committed to providing tailored solutions to meet my clients' diverse financial needs. Whether you're envisioning a secure retirement, saving for the education of your loved ones, or safeguarding your wealth, I am here to assist you every step of the way.

My journey began at the University of Rhode Island, where I graduated with a Bachelor of Science degree in Engineering and embarked on a career as a Process Engineer. However, my passion for helping individuals navigate the complexities of finance led me to transition into the financial services industry.  In 1999 I started my career as a Financial Advisor at Morgan Stanley, and in 2011, I made the move to Wells Fargo Advisors, where I took on the role of First Vice President - Investments. Presently, I serve as a Senior Financial Advisor with Wells Fargo Advisors Financial Network, and I take immense pride in representing a firm that prioritizes the well-being of its clients.

Retirement Planning stands out as a crucial area of focus for many individuals. Whether you're an individual aiming for tax-deferred growth or a business owner seeking to provide enticing benefits while maintaining financial stability, I possess the knowledge to guide you through the intricate array of choices at your disposal. My assistance covers an extensive range of retirement plans, encompassing IRAs, self-directed IRAs, Roth IRAs and conversions, SEP plans, Keogh plans, SIMPLE plans for small businesses, as well as 401(k), pension, and profit-sharing plans.

Beyond the realm of finance, I enjoy my leisure time. Playing tennis, embarking on motorcycle rides, and immersing myself in the outdoors are among my favored pursuits in my hometown of Newport, RI.

My mission revolves around helping each client chart a course towards a financially secure future, tailored to their unique aspirations. I am excited about the prospect of extending my services to you and your family. Together, we can engage in insightful discussions about financial strategies that align seamlessly with your distinctive circumstances.

CA Insurance License #0G23097. Resident State RI