We’ll help you monitor your current financial position and chart your financial future. How are you doing now, and where do you want to go tomorrow?
Our Approach
As fiduciaries, we have a moral and a legal obligation to do what’s in your best interest – always. We don’t enjoy overly transactional relationships, so we’ve decided that we won’t receive commissions of any kind. That means we don’t feel pressure to rush and sell you anything! We are committed to making every meeting valuable to you.
Throughout our lives, it helps to have a guide or a sounding board with an intimate understanding of the nuances of wealth management to provide you with financial direction. As experienced professionals, we value educating and advising you in an honest, accessible, and actionable way.
Greg's Story
I was born in Virginia and grew up splitting my time between Cape Cod, Massachusetts, and Virginia. I spent winters playing hockey and snowboarding, but spring and summer were when the Cape was like Heaven on Earth: golf, ponds, beaches, and hockey were five minutes away! Don’t forget New England pro sports!
After attending Bryant University, where I studied business management and psychology, I put my newly acquired degree to work by joining the world’s greatest Navy. I served onboard nuclear-powered submarines in the Engineering Department and was a Navy-qualified scuba diver. I found quick success by taking pride in my job and contributing to my team.
Sadly, my Navy endeavor came to an end after being diagnosed with two types of cancer and being medically retired. Just a couple weeks after my diagnoses (same day, different doctors, twice the fun) my wife Erin, a high school teacher, had our first daughter. Now, it was really time to put that degree to use.
I embarked on a new journey as a financial advisor with a major insurance provider and broker-dealer. My second daughter was born and our family became complete, and Disney trips ensued! While managing the planning and investments for my team, I continued my education and achieved the Certified Financial Planner® professional designation, Enrolled Agent, Chartered Financial Counselor, and am certified in Long Term Care.
My education has taken me as high as earning my Master’s Degree in Advanced Financial Planning, concentrating in Taxation. My next educational journey is the pursuit of my Ph.D so that I can be best equipped to communicate, educate, and create new, practical knowledge.
Meet Joe
I grew up in Erie, PA, and lived there until I joined the Coast Guard at 18, when I attended the Coast Guard Academy. I graduated and earned my undergraduate degree in Marine and Environmental Sciences. The following years have been spent serving the Coast Guard, first aboard CGC POLAR SEA. Then I was onward to MSO San Diego, after which I earned a Master’s in Organic Chemistry from San Diego State Univ and became a Professor at the CGA. After I served at MSU Morgan City, LA, I was selected to earn my Ph.D. in Organic Chemistry (URI 2015). I finished my career as a Chemistry Professor at CGA in 2023.
My retirement was getting close, and I thought about what aspects I have enjoyed, excelled at, and would want to continue in my next chapter after the last 24+ years. And what resonated repeatedly was helping individuals discern their goals and values and then live them out. This led me to financial planning as a profession that will allow me to continue to help people to discover their values and goals and then live them.
I am currently working on obtaining my CFP. I finished my Master of Science in Personal Finance in June 2023.
I live in Westerly, RI, with my wife, Melissa, son, Joseph, two daughters, Isabella and Cecilia, and our dog, Zoe. We love to travel and experience everything that the world has to offer. In fact, one of my lifelong goals is to visit all 7 continents. I have visited 5 so far and only have South America and Africa left to see. My wife is only interested in 6, saying that she has no desire to experience the cold of Antarctica!
About you
Our clients are actively serving our country or educating the future of her. Many have moved on to their next big adventures in the government, opened businesses, or even retired entirely! They all want to be immersed in their families, communities, and careers but would love to become more money savvy and maximize their wealth, time, and energy.
We might be a good fit for you if you’re one of these types:
- You work in the military, government, or education, or have in the past.
- You are comfortable asking for advice and willing to delegate.
- You’re ready and willing to take action when shown a better way to do something.
If this sounds like you, we can show you the things you’re doing right and the things you could be doing better and help you chart a course to where you’d like to be.
Associations
