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PROFESSIONAL ACCOMPLISHMENTS

AWARDS

  • Five Star Investment Professional award winner 2023
  • Five Star Investment Professional award winner 2022
  • Five Star Investment Professional award winner 2021
  • Five Star Investment Professional award winner 2020
  • Five Star Investment Professional award winner 2019
  • Five Star Investment Professional award winner 2018
  • The National Trial Lawyers Top 40 Under 40 - 2022
  • The National Trial Lawyers Top 40 Under 40 - 2021
  • The National Trial Lawyers Top 40 Under 40 - 2020
  • The National Trial Lawyers Top 40 Under 40 - 2019
  • Southcoast Media Group & The Herald News' 2020 Best of the Best 2020
  • WickedLocal 2018 Readers Choice Awards - #1 Choice for Attorney / Lawyer in Swansea
  • WickedLocal 2017 Readers Choice Awards - #1 Choice for Attorney / Lawyer in Swansea

 

I am currently the President of the Somerset Lions Club, which is part of Lions International. The Lions International mission statement is "to empower volunteers to serve their communities, meet humanitarian needs, encourage peace and promote international understanding through Lions clubs." In addition, I am the President of the Fall River Business Builders, which is a professional group comprised of local business owners in various professional fields who work to grow each members business organically from the ground up. 

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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 15 Boston-area investment professionals with the Five Star Investment Professional award.