Professional Designations, Certifications, Securities Registrations and Licenses
- Certified Financial Planner™
- Certified Private Wealth Advisor® (CPWA®)
- Certified Investment Management Analyst® (CIMA®)
- Chartered Retirement Planning Counselor℠ (CRPC®)
- Chartered Retirement Plans Specialist℠ (CRPS®)
- FINRA General Securities Representative (Series 7)
- FINRA General Securities Principal Examination (Series 24)
- FINRA Uniform Combined State Law Examination (Series 66)
- Life and Health Insurance – CA, CT, DE, FL, MA, ME, NC, NH, NJ, NY, OK, PA, RI, SC, VA, WA, WI
Awards and Professional Affiliations
- Providence Business News 40 Under Forty 20231
- AdvisorHub 25 Next Gen Advisors To Watch, 20222
- Barron’s Top 1200 Advisors, 20233
- Forbes’ Best in State Wealth Advisors, 20234
- Forbes’ Top 100 US Next-Gen Wealth Advisor, 20225
- Forbes’ Next-Gen Best-in-State Wealth Advisor, 2019, 20226 – Rhode Island
- Forbes’ Top 500 Next-Gen Advisors, 20177
- InvestmentNews’ 40 Under 40, 20188
- Five Star Wealth Manager, 2017, 2018, 2019, 2020, 2021, 2022, 20239
- Treasurer, Smithfield Veterans Memorial Committee
- Leadership Rhode Island, MU II Class (2016)
- Past Board Member, Treasurer/Membership – Financial Planning Association of Rhode Island
- Past Treasurer/Trustee, Greenville Public Library
- Past Treasurer, Rotary Club of Smithfield
- Smithfield Heritage Hall of Fame Committee (2016)
1 2023 Providence Business
News 40 Under Forty, Is created by Providence Business
News. This award is based on leadership in each nominee’s respective
organizations and not specific to financial services and does not imply an
endorsement, recommendation, or reflect the performance of the advisor.
2 2022 25 Next Gen
Advisors to Watch, created by AdvisorHub. Presented in September 2022
based on data from 12/31/2020-12/31/2021. 127 advisors were
considered and 25 advisors were recognized. Advisors do not pay a fee to be
considered or to hold out marketing materials. Not indicative of advisor’s
future performance. Your experience may vary. Click here for more award information.
3 2023
Barron’s Top 1200 Advisors, created by Barron’s. Presented in
March
2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were
considered, 1200 Advisors were recognized. Not indicative of advisor’s
future performance. Your experience may vary. Click here for most recent award
information.
4 2023
Forbes Best In State Wealth Advisors, created by SHOOK
Research. Presented in April 2023 based on data gathered from June 2021 to June
2022. 22,243 were considered, 7,321 advisors were recognized. Not indicative of
advisor’s future performance. Your experience may vary. Click here for more award information.
5 2022 Forbes Top 100
Next-Gen Wealth Advisors, created by SHOOK
Research. Presented in Aug 2022 based on data gathered from March 2021 to March
2022. 3,513 Advisors were considered, 100 Advisors were recognized. Not
indicative of advisor’s future performance. Your experience may vary. Click here for more
award information.
6 2019, 2022 Forbes Top
Next-Gen Wealth Advisors Best in State, created
by SHOOK Research. The 2022 award was presented in Aug 2022 based on data
gathered from March 2021 to March 2022. 3,513 Advisors were considered, 1000
Advisors were recognized. Not indicative of advisor’s future performance.
Your experience may vary. Click here for more
award information.
7 2017 Forbes Top 500
Next-Gen Wealth Advisors, created by SHOOK
Research. Presented in Aug 2017 based on data gathered from March 2016 to March
2017. 2,356 Advisors were considered, 500 Advisors were recognized. Not
indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
8 2018 Investment News 40
under 40, created by Investment News.
Presented in June 2018, based on data gathered in 2018. 1000 advisors were
considered, 40 advisors were recognized. Advisors pay a fee to hold out
marketing materials. Not indicative of advisor’s future performance. Your
experience may vary. Click here for more
award information.
9 2017-2023 Five Star
Wealth Manager Award, created by Five Star
Professional. The 2023 award was presented in 12/2022 based on data gathered
within 12 months preceding the issue date. 637 advisors were considered, 136
advisors were recognized. Advisors pay a fee to hold out marketing materials.
Not indicative of advisor’s future performance. Your experience may vary. For
more information, please visit www.fivestarprofessional.com.