Serving the South Coast since 2010!

Do money questions like "What if...", "How much...", and "Now what..." lurk in the back of your mind? They can keep you up at night, erode your financial confidence, and rob you of living the life you want to live. Our team is passionate about financial planning. We want to help you answer these questions, and guide you in the next decisions for your money leading to your best life.

Our primary areas of focus include retirement income planning, sustainable ESG investment management, and estate planning which includes your charitable priorities as part of your legacy.

We invite you to visit with us virtually or in person* at our office in North Dartmouth so we can discuss your plans. Give us a call today at 774-202-2240! (*COVID safety protocols in place.)

When sudden hardship hits, we’re compelled to lend a hand. See how by clicking on the below link.

Disaster Response | Thrivent

I am a Ramsey SmartVestor Pro and am honored to be part of their network of other financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. Not just anyone can be a SmartVestor Pro. To qualify, financial professionals must pass a vetting process and follow their code of conduct. SmartVestor Pros take a client-first mentality and treat you like a teammate, with a commitment to educating and empowering you.


Neither Dave Ramsey nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.

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North Dartmouth Office



M – F: 9 a.m. – 5 p.m.