History
I started in 1991 with American Express Financial Advisors. From 1998 to 2000 I helped start a new Financial Planning and Insurance division for RBS/Citizens Bank of RI. In 2000 I decided to start my second financial planning practice with LPL Financial. Currently still operating in Cranston, RI.
Specialties
We help people understand what is the best approach to reaching their goals with a carefully planned out step by step process. All clients are reviewed on a quarterly basis to make sure their on track to reach their respective goals on schedule.