Certified Financial Planner (CFP®)
Originally from New York, I attended college in Rhode Island where I competed athletically in pole vaulting. I stayed in Rhode Island after graduation, entering the industry June 1999. Financial planning has always been my passion and the career I have envisioned for myself. Currently, I reside in Massachusetts, with my wife and two kids.
My practice focuses on Financial Planning, Retirement Readiness Analysis, Investment Management, Cash Flow and Budget Development, Insurance and Long Term Care in addition to Estate Planning.
I develop Investment Models to grow client assets during bull markets and seek to protect assets during choppy sideways, or bear markets. On a weekly basis I gather information from several sources, which affects my overall approach. In general I believe markets can be used to significantly grow your wealth, to create the nest egg we all want to enjoy during our golden years.
10 Dorrance st
Providence RI 02903
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