Managing Partner at WealthCare Investment Partners, with Professional Plan Consultant (PPC), Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisory (CPFA) designations. Focus is on comprehensive, detailed financial planning and retirement services for individuals, small businesses and non-profit organizations. Additionally specializing in the 401k plan area, assisting companies to design, implement, modify and review their current retirement plan needs. Awarded the Five Star Wealth Manager since 2013, as seen in Rhode Island Monthly*. Previous experience in Senior Management level positions within the accounting and finance area at various public high-technology companies (Sycamore Networks, Cisco Systems and GeoTel Communications). Spent five years in the Business Assurance Group at PricewaterhouseCoopers, formerly known as Coopers & Lybrand, a “Big Five” public accounting firm, specializing in the high-technology industry and numerous start-up type companies. Advised and assisted clients on all aspects of the business including initial public offerings (“IPO’s”), secondary offerings and mergers and acquisition (“M&A”) transactions.Specialties: - Assist, educate, and serve as a resource for clients in pursuing their goals, priorities and objectives through a comprehensive financial planning process.- Detailed and comprehensive process and analysis, creates a personal financial plan to address the needs of our clients.- Areas of experience include: Investments management, retirement plans, insurance and business strategies.*Five Star Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2023 and 2024 Five Star Wealth Managers.
