What makes your approach unique?
My clients are unique and so are their financial goals, that’s why I take the time to understand what’s truly important to them. They are not just another face in the crowd. I help them prepare for whatever life brings – both the expected and unexpected – with personalized advice tailored to their needs. I deliver personalized financial advice to assist them in achieving their goals, today and throughout their lifetime, and work with them to feel more confident, connected and in control of their financial life.
What are your goals for your clients?
I focus on financial planning strategies including their full financial well-being: Retirement, Insurance and Estate, Investments, Education and Small Business planning. These days, it’s not uncommon for retirement to last 20 plus years or longer. Together, we’ll create secure income so that it will be there for as long as it will be needed.
What are some of the most complex challenges you work with clients on?
Estate planning and passing on wealth to the next generation can be a rewarding yet a complex issue for everyone concerned. By taking a team approach, I work with my clients’ attorneys and accountants, to help bring clarity by guiding them throughout the entire process. Typically, clients have questions regarding issues like how to preserve their wealth, potential tax implications, how to equitably divide their assets among loved ones, and much more. I can help ensure my clients leave their assets to the ones they love and care about most. Taking the time for a complimentary consultation to discuss their retirement/financial planning today can benefit them and their family tomorrow.
When you’re not in the office and working with your clients, what are your interests?
I enjoy photography, cooking, travel and golf. Most importantly, I enjoy spending time with my wife Deborah, our children and five (yes five, under the age of 4) grandchildren.
Graduate - East Providence High School 1975
Graduate with a Bachelor of Finance – University of Massachusetts 1979
Certified Fund Specialist* ®
Ameriprise Financial Services – Two Decades of Experience