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15 Years & Counting...

I'm delighted to share that 2022 marks my 15th anniversary as an independent financial advisor,

making it 22 years working in the financial services industry! 

Our Planning for Good® team is proud to have raised over $23,630 for charitable organizations over the last eight years. Take a look at some of nonprofits we are honored to help support...

  • Make-A-Wish
  • Youth Pride RI
  • Meeting Street
  • Big Brothers Big Sisters
  • Mass Mentoring
  • MetroWest YMCA
  • HRC - New England
  • East Bay Community Action
  • Helping Hands: Monkey Helpers
  • Boston Harbor Now
  • Seekonk Animal Shelter
  • Sojourner House
  • Ashland Education Foundation, Inc.
  • RI Pride
  • Women's Fund of RI
  • Habitat for Humanity
  • Zoo New England
  • Roger Williams Zoo
  • Providence Children's Museum
  • Ovations For The Cure
  • Intl. Assoc. Of Emergency Managers
  • Out MetroWest
  • The Leukemia & Lymphoma Society
  • Adoptions Together
  • Stadium Theater
  • AIDS Care Ocean State
  • Providence Animal Rescue League
  • Lloyd Center For The Environment
  • American Liver Foundation
  • Special Olympics
  • Fenway Health
  • Southcoast Health System
  • WBUR Public Radio
  • Mass General Hospital
  • Alzheimer's Association

Eight-year Wealth Manager Award Winner

For the eighth consecutive year, I was honored with the Five Star Wealth Manager Award! It is a national recognition based on years of experience and a clean compliance record, as well as the number of professional licenses held by the advisor. 

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to

My CERTIFIED FINANCIAL PLANNER™ Professional Certificate

It's been 14 years since I first qualified for my CFP® designation. Click here for additional details.