As an Advisor with Rise North Capital, I work with clients to establish their long-term financial goals focusing on retirement planning, college education funding, income and asset protection. I have a passion for educating individuals, families and businesses about their finances by empowering them with proper education and resources through a hands-on, tailored and client-centered process.

Rise North Capital offers clients a boutique-firm feel with big-firm service and support. We believe there's no single more important factor in life than the value of strong, personal relationships. That's why we're focused on delivering personal care and attention to each and every client. We serve individuals, families and small businesses throughout the New England area guiding our clients to financial solutions for all of life's stages.

We provide education and guidance on:

Small Business Owners
• Key person insurance
• Buy-Sell agreements
• Executive bonus plans
• Deferred compensation plans

Planning
• Retirement Plans
• College Plans
• Tax-free revenue streams for retirement
• Pension maximization
• Long term care
• Disability

Estate Planning
• Estate Planning Policy Reviews
• Irrevocable Life Insurance Trust (ILIT)