About Harold "Skip"
With more than 40 years of tax and wealth advisory experience, Skip works to design and implement tax-optimized, planning-driven wealth management solutions to meet each of his clients’ unique needs.
Skip has previously served terms as treasurer of the Central Rhode Island Chamber of Commerce, as treasurer and vice president of Meeting Street Center, and as a member of the Professional Advisory Council at the Rhode Island Foundation.
Education and Professional Milestones
- Bryant University - Bachelor of Science in Accounting
- Member of the American Institute of CPAs and the Financial Planning Association
- Has also held positions as managing director, tax partner, and tax director at a variety of firms
With more than 40 years of tax and wealth advisory experience, Skip works to design and implement tax-optimized, planning-driven wealth management solutions to meet each of his clients’ unique needs.
Skip has previously served terms as treasurer of the Central Rhode Island Chamber of Commerce, as treasurer and vice president of Meeting Street Center, and as a member of the Professional Advisory Council at the Rhode Island Foundation.
Education and Professional Milestones
- Bryant University - Bachelor of Science in Accounting
- Member of the American Institute of CPAs and the Financial Planning Association
- Has also held positions as managing director, tax partner, and tax director at a variety of firms