Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Family Finances


  • CRPC™ Chartered Retirement Planning Counselor™


  • Niagara University, Niagara Falls, New York, Bachelor of Business Administration Degree
  • Aquinas High School, Rochester, New York

Previous experience

  • Accountant, 1975-1999

Community participation

  • Member - Narragansett RI Chamber of Commerce
  • Member - Lions International Narragansett RI
  • Member - United States Golf Association
  • Member - Boston Amateur Golf Society RI Division


  • I enjoy time with family and friends, golfing, cooking, entertaining, playing cards e.g. Euchre