Financial Advisor, Infinex Investments, Inc.; VP, Chelsea Groton Financial Services
How I can help you:
I work closely with clients to understand their current financial situation and determine strategies to help them plan for retirement, wealth management, investments, education funding, estate planning, and insurance and risk management.
A little about me:
I joined the Chelsea Groton team in 2016. I am actively involved in the community as frequent a blood donor through the American Red Cross. I enjoy anything that gets me outdoors, like skiing, hiking, and camping. Woodworking and carpentry are also hobbies of mine.
I have a pilot’s license and would like to get flying again. My family and I reside in West Kingston, RI, and enjoy traveling.
Investment And insurance products And services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Chelsea Groton Financial Services Is a trade name Of the Bank. Infinex And the Bank are Not affiliated. Products And services made available through Infinex are Not insured by the FDIC Or any other agency Of the United States And are Not deposits Or obligations Of nor guaranteed Or insured by any bank Or bank affiliate. These products are subject To investment risk, including the possible loss Of value.
Check the background of this Infinex Investments, Inc. investment professional at brokercheck.finra.org/.