Fiduciary Oath

Trust and Competence are key.

When choosing a financial advisor you should do your research. Ask the following;

• What types of clients do you typically work with?

• What is your track record and performance? (be wary of false promises!)

• How can you help me pursue my goals, will you take into account my values?

• How do I pay you?

• Are you licensed and insured?

These are just a few of the questions you should be asking. And if they can not answer those, you should seek someone who can. Handling a clients financial planning is no small task and one that requires the utmost competence. I have partnered with the XY Planning Network which allows access to over 600 financial experts across the United States that specialize in various areas of finance to bring you the best in finance. 

Get in touch

At MB Financial Planning managing elements of your families financial well being is a choice not to be taken lightly. That’s why I offer free consultations to walk you through your needs, the scope of your goals, and your budget.

Book an appointment ▸

Bryant University

Advanced Graduate Studies in Financial Planning, 2015

Salve Regina University

Masters in Business Administration, 2012

Northeastern University

Bachelor of Science in Criminal Justice and Political Science, 2006

Activities & Affiliations

• Instructor at Roger Williams University, Bristol RI
• Elected class leader of RIMPA 2007 class
• XY Planning Network, member

Licensed and Insured

• Insured through Starkweather & Shepley, Providence, RI
• Series 65 license, State of Rhode Island & Massachusetts
• Financial Planning coursework completed at Bryant University, Smithfield RI