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.