CFP, CRPC,CLTC, CDFA, APMA
Founding Partner, Investment Specialist
Founding Partner, Investment Specialist
Bryant University, Smithfield, RI
Bachelor of Science in Business Administration
Concentration in Finance
College for Financial Planning, Denver, CO
Certified Financial Planner®
College for Financial Planning, Denver, CO
Chartered Retirement Planning Counselor®
Corporation for Long Term Care, Newton, MA
Certified in Long Term Care
Institute for Divorce Financial Analysts, Southfield, MI
Certified Divorce Financial Analyst®
College For Financial Planning, Denver, CO
Accredited Portfolio Management Advisor®
The Wright Company, Simi Valley, CA
Certification in Macro Strategic Planning
Yale School of Management
Certified Private Wealth Advisor Certificate
Investments and Wealth Institute
Certified Private Wealth Advisor®
The Exit Planning Institute
Certified Exit Planning Advisor®
Mariner Private Wealth Management a Financial Advisory Practice of Ameriprise Financial
Chief Executive Officer/Owner/Private Wealth Advisor 1991-Present
I have over 33 years of experience in the financial services industry with an expertise in financial
planning, financial issues of divorce, retirement plan design and implementation, wealth
management, investments, business owner planning and business continuation, executive benefits
planning, estate planning, wealth preservation and Insurance.
· Extensive consulting work and expert testimony assisting clients and their attorneys in understanding the financial implications of various divorce settlement options
· Extensive work as a mediator/neutral in divorce proceedings
· Conduct research and custom investment portfolio design for clients of Mariner Private Wealth Management
· Serve as a consultant to small and medium sized companies on retirement plan design, administration and business continuity issues
· Lecture nationally on complex insurance topics and implementation for Ameriprise financial
· Provide financial planning services to individuals and business owners. Provide supervision to a team of Associates and review their financial plans and investment recommendations
· Work with Estate Planning Attorneys and CPAs on asset protection and distribution for wealthy individuals and business owners
· Extensive experience as an expert witness representing trustees or trust beneficiaries in lawsuits regarding trust management
· Extensive knowledge and use of asset based lending solutions(Had the largest ever individual asset based loan at Goldman Sachs)
· Founder and President of Prudent Investor Trustee Review Service
o Professional Service to protect trustees from lawsuits for the trusts they oversee
· Founder and CEO of Elder Care Collaborative
o A first of its kind one stop service to help families deal with the financial and care needs of their aging family members
· Founder/Partner
o Sunstone Family Office
· Institute for Divorce Financial Analysts, IDFA
· Million Dollar Round Table, Top of the Table
· Association of Divorce Financial Planners, ADFA
· Founder of South Eastern New England chapter of ADFP
· Diamond Ring Club
· Ameriprise Hall of Fame
· Advanced Advisor Group 1994-2024
· Circle of Success 1994-2024
· Million Dollar Round Table 2000-2024
· Million Dollar Round Table-Top of the Table Qualifier 2012-2024
· Private Wealth Advisor 2012-2024
· Forbes Best in State Advisors 2018, 2019
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