Mr. Sier maintains designations as a CERTIFIED FINANCIAL PLANNER® practitioner, a Chartered Retirement Planning Counselor®, and as a Chartered Special Needs Consultant. He brings over 30 years of Investment, Trust and Private Banking experience with super-regional banks and brokerage firms to his role as a...

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Beth Phillips is a Rhode Island native. She earned her Bachelors degree, cum laude, from Colby College in Waterville, Maine in 2000. After living in Boston and working in the field of higher education for several years, Beth went on to earn her Juris Doctorate from Roger Williams University School of Law in 2007....

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Kevin Hackman is a lifelong Rhode Island resident and is a licensed member of both the Rhode Island and Mississippi Bar Associations. Additionally, Kevin is a member of the National Academy of Elder Law Attorneys as well as an active member of the Rhode Island Bar Associations Probate and Trust Committee and Title Stan...

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Michael, a member of the Massachusetts, Rhode Island and Florida Bars, has practiced law since 1995, concentrating in estate planning, taxation, probate, estate and trust administration, elder law and long term care planning.  He has been designated a Certified Elder Law Attorney by the ABA-approved certifying ent...

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The Special Needs Planning Practice Group is chaired by attorney Frederick M. Misilo Jr.. With over twenty years of experience practicing law, Mr. Misilo is a frequent lecturer on estate planning, special needs planning and elder law. He serves as President of the ARC of Massachusetts and is Chairperson of the Board of...

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