Specialties
About Me
I'm the founder of Ahead Full Wealth Management, a fee-only firm in Rhode Island specializing in military families, veterans, and federal employees.
Your tax return isn't just paperwork—it's a roadmap to opportunities you're missing. That's why I integrate tax preparation directly into financial planning, so nothing falls through the cracks. I hold the CFP®, MQFP®, EA, and ChFC® designations and am pursuing a doctorate focused on finance and investment management. A Navy veteran with a background in nuclear power, I bring the same rigor to your finances that I learned in the engine room. Outside the office, I'm married with two beautiful, intelligent, athlete daughters.
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Interests & Hobbies
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Always free for clients.
Credentials
MQFP, EA, ChFC, CFP
Chartered Designations
What do these credentials mean?
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Disclosures
Investment advisory services are offered through APFORIA LTD dba Ahead Full Wealth Management, LLC; an SEC-registered investment advisor. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services