As a wealth advisor, I work with pre-retirees who want to enter their next chapter with confidence and medical professionals whose financial lives have grown more complex than they anticipated. Many of the people I serve have spent years putting others first - patients, families, colleagues - and now want clarity about how to take care of themselves. They’re unsure whether they’re making the right financial decisions, worried about outliving their money, or overwhelmed by so many moving parts. My role is to help bring calm to those questions, simplify what feels complicated, and guide you toward a future where your finances support the life you truly want.
My mission is simple: to make a meaningful impact on every family I serve. I often think about the legacy I’ll leave behind, something my father instilled in me early on: your reputation is the only thing you take with you. That belief guides how I show up in this work. I strive to be your first call during big decisions, life transitions, and the moments that matter most. My goal is for you to feel understood, supported, and confident throughout your financial journey.
I entered the financial industry because being of service to others has always been part of who I am. Helping people gain clarity about their financial lives, uncover what’s possible, and live out their “dream life” scenarios is deeply fulfilling. There’s nothing more rewarding than seeing someone move from uncertainty to confidence, knowing they now have a plan to live intentionally and enjoy what they’ve worked so hard to build.
My planning process is designed to be simple, personal, and adaptable. Our first meeting is all about getting to know you: what’s working, what’s not, and what you’d like to accomplish. Together, we review your financial “vital signs” and build a foundational plan that reflects your values and goals. As your life evolves, we adjust the plan through regular conversations, so you remain confident and on track. My goal is to deliver guidance that’s clear, actionable, and meaningful to your life, not just your balance sheet.
What sets me apart as an advisor is the empathy and compassion I bring to every relationship. Having faced my own challenges in adulthood, I understand how deeply personal money can be. I’m not just here for technical guidance, but for the calm perspective I provide when emotions run high. I help you stay grounded during volatile markets, avoid impulsive decisions, and focus on what truly matters. That trust is something I never take for granted.
I graduated from Bryant University with a bachelor’s degree in financial services. I’m an active member of the Central RI Chamber of Commerce and have volunteered with organizations such as FeedRI, The Izzy Foundation, and Project Insulin.
Outside the office, my greatest joy is being a dad. I love taking my son, Myles, golfing or cheering him on at soccer, and spending time outdoors with my daughter, Reese. My oldest daughter, Isabella, and I often go to concerts together. In my quieter moments, you’ll find me reading, working on woodworking projects, watching Liverpool FC play, or enjoying life’s adventures with my girlfriend, Nicole.