Broker Check

Taking Care of the Community

Giving Back through local organizations & events

I am a committed member of the Little Compton and Newport County community, and I enjoy using my skills to help a core group of local charities meet their goals. I also help non-profits maximize their fundraising results through customized Planned Charitable Giving strategies. 

2021 Client & Friends Holiday Reception

The Brenton Hotel, Newport, RI December 16, 2021 

It was a pleasure to recently host my 2021 Client & Friends Holiday Reception in The Living Room at the beautiful Brenton Hotel in Newport, RI. Forty of my clients and friends were able to gather together for some long overdue seasonal cheer and delicious food to celebrate this holiday season. I was truly honored to thank those clients who attended for our strong relationships and the many years of trust placed in me as their Financial Advisor.

The establishment of my Doing Well by Doing Good Foundation

November 15, 2020

To celebrate National Philanthropy Day, I established a charitable foundation to formalize my philanthropy. Named the Doing Well by Doing Good Foundation, it will support Newport-based non-profits, especially those greatly impacted by COVID-19. It is committed to distributing at least $100,000 to Newport charities over the next ten years. Initially, the foundation will focus on non-profits I am already involved with, including the Island Moving Company, Potter League, and the Dr. Martin Luther King Jr. Community Center. The initial distribution of funds will be announced before Thanksgiving. Beyond direct support, my hope is that highlighting these organizations will spotlight the fantastic work they do, while also encouraging more community support.

Sail Into Summer Soiree

FORTY 1° North Hotel & Marina, June 6, 2019

I was extremely delighted to recently co-host a Sail Into Summer Soiree with Robert Leary, owner of City by the Sea Insurance, and a small group of our respective clients at the world class luxury hotel & marina-FORTY 1° North. Our client reception was complete with amazing food, tasty cocktails, and brief insights into the professional services we provide to our clients. Thank you to the wonderful staff at FORTY 1° North for helping us put on another top notch event!

Coming soon:


Newport Preservation Society events

We are very much looking forward to being a supporting corporate sponsor of The Preservation Society of Newport County and its mission in 2018.  We were also able to invite a select group of our clients to the Preservation Society’s Food & Wine Festival’s Vintner’s Dinner this past summer. The festival is an annual three-day celebration of wine and food packed with events including a wine tasting with hundreds of wines under the big tents on the lawn of Marble House, celebrity chef appearances and cooking demonstrations. Save the date for this year’s event and we’ll see you there: September 20-23, 2018. 

The Robert Potter League for Animals events

Helping homeless animals get adopted gives us so much joy! Each year we are involved in and co-sponsor their Heart & Sole Walk for the Animals at Glen Park. The 2017 event raised nearly $80,000, which goes directly to helping, healing and finding loving homes for the animals in their care. We have also been a Corporate Humane Heroes sponsor of the organization over the last three years. We were also the presenting sponsor of the organization’s Forever Friends Society appreciation event this past summer. Please consider joining us at one of the Potter League’s events this year, we’d love to see you there!

Island Moving Co. events

We also play a role in supporting the arts through Island Moving Co., a classically trained contemporary ballet company, which produces new dance works through a collaborative creative process. We have been proud to be a past season sponsor of their annual Nutcracker Performance at Rosecliff Mansion, a magical Rhode Island favorite with a cast of 80 dancers old and young. Each summer we look forward to attending their Great Friends Dance Festival at the Great Friends Meeting House in Newport, which hosts dance companies from across the country through five nights of contemporary dance. And, last but certainly not least, Newport’s most sought-after summer gala Nuit Blanche.

Our Recent Events:

Island Moving Co., Nuit Blanche Summer Gala

Bellevue House, July 6, 2018

We are grateful to be able to continue to support the tremendous contemporary ballet of the Island Moving Co. at their annual Nuit Blanche Gala in beautiful Newport, RI. Dance was in the air!



Preservation Society of Newport County, Flower Show Opening Night Party

Rosecliff, June 22, 2018

We had a wonderful time as co-sponsor of the Preservation Society of Newport County's Annual Flower Show's opening night party with Martha Stewart at Rosecliff Mansion. 



Thanks for Giving Reception

41°North Hotel & Marina, November 16, 2017

Attended by approximately 40 people, our event at the iconic 41° North on the waterfront was our chance to say Happy Thanksgiving and thank you to our individual and non-profit clients on so many levels. We are thankful for the families who place their trust in us as we work together on their financial journey. And we are thankful to our nonprofit clients and friends who do so much and give back to the community, and allow us to give back by helping them magnify their mission.


Client and Friends Holiday Party

Grace Vanderbilt Hotel, December 2016

It’s always fun to celebrate the holidays with clients and supporters, and 2016 was no exception with 40 of our clients and friends in attendance at our cocktail party that gave us all a chance to relax and catch up at the vintage boutique Vanderbilt Hotel.


Client & Friends Appreciation event

Newport Nutcracker at Rosecliff, December 2015

As the season’s sponsor, we once again hosted more than 90 clients and associates at Rosecliff Mansion in Newport for a performance of the Nutcracker by Island Moving Co. A magical night, the dancers put on another incredible performance and the mansion was beautifully decorated for the holidays. It was the perfect event to get everyone in the holiday spirit!


Client Recognition "For the Love of Money, Wine & Chocolate!"

Newport Wine Cellar & le Petit gourmet,  February 2015


"The Newport Nutcracker" Holiday Celebration

Rosecliff Mansion, Newport December 2014


"The Newport Nutcracker" Holiday Celebration

Rosecliff Mansion, Newport  - December 2013


Little Compton Community Center Golf Outing

Sakonnet Golf Club  - June 2013