Rick practices in the areas of estate planning, probate and estate administration, business succession planning, charitable giving planning, asset protection planning, elder law and special needs planning. He helps his clients to preserve and transfer their wealth in the most tax-efficient manner, and he provides them with the guidance and solutions that best fit their objectives.

Professional Designations

• Admitted to the Rhode Island Bar, 1991
• Admitted to the Massachusetts Bar, 1993
• CERTIFIED PUBLIC ACCOUNTANT, 1996
• CERTIFIED FINANCIAL PLANNER™, 1997

Professional Associations

• Rhode Island Bar Association, Probate & Trust Committee, member & past co-chairperson
• Estate Planning Council of Rhode Island, member
• Financial Planning Association, Rhode Island Chapter, member and past chairperson
• American Institute of Certified Public Accountants, member
• Rhode Island Society of Certified Public Accountants, member

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