Professional

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.


ASSOCIATIONS AND MEMBERSHIPS

  • Member of The National Association of Insurance and Financial Advisors
  • Member of The Rhode Island Association of Insurance and Financial Advisors


Years of Experience

Representing Northwestern Mutual since 2001.

 

Education

  • Denison University
  • Sea Education Association - C134
  • Proctor Academy 

Personal

I am originally from Boylston, MA and my wife is from St. Louis, MO.  We moved to RI in 1999 and currently live in Barrington, RI with our daughters Sophia and Hannah.

On a personal side I enjoy sailing, fishing, mountain biking and skiing.

Here are my areas of expertise

We work with businesses to develop a benefits package that is in line with their values and goals as an organization.  This process uniquely merges the expertise of a financial advisor and a benefits consultant.

Business Employee & Executive Benefits Planning

Business Planning & Succession

Business Risk Management

Disability Planning

Disability Planning for Physicians & Dentists

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Small Business

Business planning

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.

Close up of a man and two women business planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline