With over a decade of experience in financial services, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio strategies- delivered with the highest level of personal service and professional integrity.

Before entering the financial services industry, I graduated from Albion College with a degree in Economics and Management. Now a Senior Financial Advisor with The Wall Group, I take pride in working with a team that puts you first. I currently hold the series 7 and series 66 registrations.

I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. In addition to helping my clients, I am involved in my community. I have served on the board of governors at Rhode Island Country Club and have served as a board member of The Burke Fund, a college scholarship organization. Away from the office, I enjoy golf, gardening and automotive detailing. My wife Nicole and I live in Barrington, Rhode Island and we have a dachshund named Buffett.

 

 

 

 

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. The Wall Group is a separate entity from WFAFN.

With over 20 years of experience in financial services, I oversee the administrative operations for The Wall Group. My mission is to provide exceptional service based on trust and knowledge and to create an environment that puts our clients needs above all else. Our team offers an objective and holistic approach designed to provide financial strategies that can be adjusted with clients for all aspects of their lives.

I began my financial services career as a Client Associate with Prudential Securities in 1999 which was later acquired by Wells Fargo Advisors. I was originally located in Massachusetts until 2005 when I transferred to the Rhode Island Complex. Now an Administrative Manager for The Wall Group, I take pride in exceeding expectations around client services.

Before entering the financial services industry I graduated from Quincy College with a degree in Paralegal Studies I hold the series 7, and series 66 registrations.

Away from the office, I enjoy swimming, reading and traveling with my family. I have a daughter, Vanessa and I currently reside in Johnston, Rhode Island.

 

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. The Wall Group is a separate entity from WFAFN.

As a Registered Associate I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.

Prior to joining The Wall Group of Wells Fargo Advisors Financial Network, I worked at Columbia Threadneedle Investments as a Customer Service Professional for two years. I received my Bachelor’s degree in economics from Union College in 2019 and I am a Registered Associate, holding both the series 7 and series 66 registrations. I take pride in joining The Wall Group, a team that is dedicated to offering you the highest level of personal service along with an uncompromising commitment to integrity.

Away from the office, I enjoy golfing, fishing and skiing. I am a member of Rhode Island Country Club and currently reside in Barrington Rhode Island.

 

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. The Wall Group is a separate entity from WFAFN.

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