In my life, I have always put others needs before mine, and in the world of corporate finance, that can have a draining effect. As a financial advisor, I welcome each day knowing that I am making a difference in each of my client's lives by taking the complexity out of investing and helping them achieve their personal financial goals.

Nothing is more satisfying to see your client's face light up and their body relax, knowing full well that they know they are going to be cared for in a manner that best suites them. My branch office administrator, Erin Judd, and I strive each and every day to provide that ideal client experience.

I was a late bloomer and finished my collegiate career whilst working full time. Having some work experience aided my education for both undergraduate (Quinnipiac University) and graduate (University of Phoenix) studies and was able to provide real life situations to classroom concepts. I use that same experience now with each and every client I interact with on a daily basis.

An avid, but mediocre, golfer, playing a round provides time to recalibrate and refresh. You know what they say about a bad day of golf! Love college football, go Dawgs!, but my true sports obsession lies with the NFL and the Washington Redskins. Too long of a tale to tell, suffice it to say when I was younger, I received an autographed picture of Larry Brown and that solidified it for me. My beautiful wife and two children (young adults) are my rocks and they honor me daily by having my back and always believing in me.

I am honored that you viewed my page and I am looking forward to working with you in any capacity! Working together to attain your financial dreams is part of my best work!

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • New Investors
  • Business Retirement Plans
  • Portfolio Reviews
  • Military Professionals & Veterans

My Personal Interests

  • Cooking
  • Football
  • Personal Fitness
  • Skiing
  • Golfing

Office Information

Office Address

163 Main St Westerly, RI 02891

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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