Guided Portfolio Manager
Suite 600
Providence, RI 02903
toll free: 800-556-7757
fax: 401-861-2470
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BS Economics, 1985
University of Pennsylvania, Wharton School
Philadelphia, PA - MBA Finance, 2005
Bryant University
Smithfield, RI - Guided Portfolio Management Program
- Exchange - Traded Fund Management Program
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Rhode Island and Massachusetts Licensed Insurance Agent
- Meetinghouse Preservation Committee
- Wharton School Alumni Club of Boston
- Meals on Wheels - Hessco
- Sharon Youth Baseball & Soccer
- National Italian American Sports Hall of Fame
- 529 Plans
- Alternative Investments
- Asset Management
- Cash Management
- Estate Planning
- Financial Planning
- Fixed Income
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Retirement Planning
- Wealth Management
- I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
- Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please contact us.
- Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Call to develop a plan for achieving the retirement you envision.


