Resources
Resources
Download our client relationship summary pdf.
Read our privacy policies pdf.
Find us on the brokercheck website.
We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer.
Director of Client Services
I began my career in client relations & finance over 30 years ago working in various banks and financial institutions. I have spent the last 10 years of my career working as a senior branch office administrator with Mike. I am a lifelong Rhode Islander and resident of North Providence where I currently reside with my husband Humberto. In my free time I enjoy reading and visiting local breweries and wineries.
Director of Client Services
I have worked in the client service industry for over 40 years. I spent over 25 years working in private country club management and the rest of my career in the financial services sector. I also earned my BA in History from Providence College. I joined Tom 7 years ago and I have developed a passion for working closely with our clients and their families. My husband Bill and I live in North Kingstown with our golden retriever Lilly. I have three married children and eight grandchildren.
Co-Founder / Wealth Advisor
I have approximately 40 years of business, banking and financial advising experience. A lifelong Rhode Islander, I was born and raised in Providence. I earned my Bachelor’s degree at Providence College, my MBA at URI, and a Certificate in Financial Planning at Bryant University. I hold the AAMS Professional Designation. Throughout my career I have always put my client’s best interests first and that remains my sole focus. I currently live in Jamestown with my wife of 36 years, Teresa. We love to travel and golf together and are members of Quidnessett Country Club. Teresa and I are proud supporters and season ticket holders of Providence College Basketball. We have two married children, Emily, 34 and Thomas, 31. We are expecting our first grandchild, a girl, this June!
Co-Founder / Wealth Advisor
After 9 years in separate offices I am so excited and proud to work with my Dad and launch Veritas Wealth Management. We both believe in generational wealth planning and consider our clients part of our family. I am a lifelong resident of Rhode Island and grew up in Jamestown. I attended Providence College and graduated with a degree in finance. I played ice hockey and golf for most of my life and that has molded me into an avid sports fan. I am a passionate season ticket holder of Providence College Basketball and I rarely miss a game. In fact, on Thanksgiving eve in 2017 I proposed to my wife on the PC campus 2 hours before a game and we still made the tip-off! A year later we were married at St. Dominic Chapel on campus. Danielle is the best person I’ve ever met and I love her dearly. We live in North Kingstown, RI with our French Bulldog, Charlie. I am a member of Quidnessett Country Club and I serve on the North Kingstown High School Career and Technical Advisory Board.
