My goal is to help others achieve a path to a more fulfilling life — I have made it my mission to serve those who currently serve (or have served) our country as well as those friends, family members, and business owners who support those who serve. Specializing in financial protection maximization and wealth accumulation strategies, I help my clients in several different areas, including efficient wealth accumulation for retirement, estate planning, risk management, and business / executive-level strategies.
As a public servant, be it military, municipal, or civil service, you have several unique opportunities available to you. From your Pension to your Thrift Savings Plan to your 457-Plan, I provide guidance and strategies so you can make intelligent decisions regarding the effective and efficient use of your money. By focusing on strategy first, I strive to increase the effectiveness of the strategy we build together which, in turn, provides you with the opportunity to save for financial success.
I earned my Bachelor of Science degree in Kinesiology from the University of Rhode Island (URI) and recently earned my MBA from Ashland University. As a baseball enthusiast, I played D1 baseball all four years as a catcher for the URI Rams. I am now a new homeowner, currently residing in Minot Beach, Scituate, MA with my wife Lexi.
Financial Representative of Guardian. CA Insurance License #0N03159