In 1999, I founded Pioneer Financial Group, a comprehensive financial services firm. Together, my associates and I at Pioneer Financial Group assist clients with their business and personal financial strategies. We also work with companies in the areas of 401k retirement strategies and estate planning for key executives, which has led to the business strategy I developed for my own personal succes
s as well as the overall success of Pioneer Financial Group: Serving our clients’ interests while helping them to pursue financial freedom…one relationship at a time. My designations include the Chartered Life Underwriter (CLU®), the Chartered Financial Consultant (ChFC®) and the Chartered Advisor for Senior Living (CASL™). Most recently, I earned the Accredited Investment Fiduciary (AIF®) professional designation, awarded by the Center for Fiduciary Studies, where I received formal training in investment fiduciary responsibility. I am a member of the National Association of Insurance and Financial Advisors, GAMA International and the local Rhode Island Association of Insurance and Financial Advisors. I am the former President for the Rhode Island Society of Financial Service Professionals as well as a member of the Estate Planning Council of Rhode Island. We are continuing to look to grow our firm. This year we are looking to add one or two new advisors to our education and financial advising team. If you know of anyone who may be interested in joining our firm, please contact me personally. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License .
