Financial advisor serving Barrington, RI, and surrounding communities | Helping individual investors achieve their financial goals

My team and I genuinely care about each and every investor who walks through our door. We will invest the time to get to know you and your priorities, so we can be the best partners in helping you achieve your financial goals.

Why I Became a Financial Advisor
I trace my path to becoming a financial advisor to when I was about 10 years old: my mom gave me a share of stock. Once I saw that compound interest work its magic on my small investment, I was hooked.

I started this career for financial reasons but soon realized the profession was actually about helping people when I began seeing how our work helped them achieve what was most important in their lives: paying for college, securing their financial future and leaving a legacy for the next generation.

How We Partner Together
When we first meet, we will spend a lot of time talking about what’s important to you. We also will dig deeper into why those aspects of your life are so important.

It helps us both stay focused on achieving your long-term financial goals — no matter what bumps in the road we hit along the way.

I view my role as your partner: guiding you, answering your questions and holding you accountable to the goals you set. As your goals change, I am committed to walking alongside you every step of the way to help you stay invested and on track.

There’s nothing more rewarding to me than partnering with a client on a long-term financial strategy and then calling them one day to say, you know how you’ve always talked about retiring early one day? If you are ready, that day is today. You can live the retirement you’ve always dreamed of — the one that we’ve planned for — starting now.

Outside of the Office
I grew up in Madison, NJ, and ran competitively in high school and college. I met my wife, Terri, at Bucknell University. After graduation, we married and settled in Barrington, where we raised our four children: Tim, Jane, Jack and Molly. I serve on the School Improvement Committee at Barrington High School. I am a past president of the Warren Rotary Club and past board chair of the East Bay YMCA.

I’d love to help you build a financial strategy that helps you achieve what’s most important in your life. Contact me, so we can get started today!

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Charitable Giving
  • Special Needs Financial Considerations
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Running
  • Cycling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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Branch Team

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