I am an independent Financial Planner committed to helping my clients throughout their lives. Whether just starting out in life or while in retirement I want to be a valued primary resource for my clients. I utilize various strategies to assist my clients to improve their investment potential, reduce financial risk, and help preserve their estate for their heirs.
Drawing on a Finance and Investments degree from Babson College, and my vast experience in the financial services industry, I have gained a unique perspective needed to tend to my clients' individual needs and concerns. My goal is to assist my clients to obtain financial well being, while helping them manage risk against life’s unforeseen events.
I have held positions as a Consultant, an Accountant, and a Loan Officer with major U.S. organizations, and I am affiliated with a network of estate planning attorneys and certified public accountants. Operating as an independent financial professional, I am free to act solely in the best interest of my clients. My broad base of knowledge puts me in demand to provide advice and direction on:
• Developing strategies to increase expendable income in retirement
• Maintaining financial independence throughout retirement
• Protecting and preserving hard earned assets
• Maximizing and properly pinpointing the time to draw Social Security benefits
• Reducing estate taxes and continuity of assets to beneficiaries
I am a native to Massachusetts, and grew up in the community of Brockton. My wife Jessica and I reside in Warwick, RI and are proud parents of five children. When not attending dance recitals or flag football games, I enjoy experiencing great restaurants with my wife and taking the kids to Cape Cod, Martha's Vineyard and historic sites throughout New England. Currently I am training for what will be my first marathon.