As a financial advisor at NCU Wealth Management located at Navigant Credit Union, I utilize a goals-based approach to help individuals and families plan their financial futures. My work includes developing customized plans that incorporate asset allocation, wealth management, retirement, income, and succession planning, along with protection strategies.I have over 24 years of experience and hold a State of Rhode Island Life and Health Insurance license, in addition to my FINRA licenses 6, 7, 63, and 66 through LPL. My areas of expertise include retirement planning, life insurance planning, investment and wealth management, and tax-advantaged investment planning, among others.In my free time, I enjoy spending time with my family and competitive sailing.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Navigant Credit Union and NCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NCU Wealth Management and may also be employees of Navigant Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Navigant Credit Union or NCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:Not Insured by NCUA or Any Other Government Agency**Not Credit Union Guaranteed**Not Credit Union Deposits or Obligations**May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​