Our Team

John has been deeply rooted in the Rhode Island business and local community for more than three decades. A lifelong Rhode Islander, he began his career in business banking, working closely with family‑owned companies and gaining firsthand insight into the financial needs of individuals and small businesses.

For the past twenty-five years, John has built and refined a comprehensive, client‑centered financial services practice. Through his affiliation with Independence Financial Partners, he offers personalized financial guidance and employee benefits consulting to individuals, business owners, and their employees. As an independent advisor, John partners with many of the industry’s leading investment and insurance organizations, ensuring clients have access to a wide range of high‑quality resources and solutions.

In 2013, John earned the Chartered Financial Consultant (ChFC®) designation from The American College. This advanced credential—built on nine rigorous, college‑level courses—equips him to deliver sophisticated financial planning tailored to every stage of life and every unique need.

Kelly joined our team in 2017 bringing many years of industry experience to our firm and we are grateful to have her on our team. Kelly lives in Warwick with her husband Bill and their two rescue animals.

*Not registered with Osaic

Brendon has worked in the financial service industry for over a decade, joining our office in 2016.  He also has experience as a business owner, starting and building a business right out of college where he earned a  BS in Finance with a concentration in investment management and minors in economics, art history and sociology.  When he’s not at the office, Brendon enjoys snow-boarding, surfing, running, and outdoor sports as well as spending time at the gym.  

Al has been affiliated with our office for over 15 years. As Head of Investment Strategy, Al works closely with top advisors to help define, shape, and execute the firms overall investment based objectives. Al assists advisors with investment analysis, global macro research, and risk management strategy. Al also chairs the IFP Investment Advisors Board, which brings together various PhD's, CFA charterholders, Portfolio Managers, and other high level investment talent from across the country to discuss investment outlooks and current events, as well as stress test internally produced investment research.

Assistant Director of Investment Strategy.   Associate Professor of Finance - Providence College.   Past President - CFA Society Providence.   Al and Marcin work closely together to provide our clients with the best portfolio strategies.

Other Unaffiliated Resources*

Not pictured is Bill Rambo, Founder/Partner at What's Next 4 Financial Advisors   Bill and his team provide us with high level practice development services. Bill has assisted us in continuing to focus on the needs of our valued clients and forming best practices to ensure a high level of client satisfaction.

*services offered independent of Osaic

Glen provides valuable economic and investment insight to IFP. Glen leads our weekly investment committee meetings and oversees the construction of many of our private client portfolios.