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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Women's Financial Strategies
  • Charitable Giving
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • FINRA Series 7 License, Life Insurance License, Long Term Care Insurance License

Education

  • Bryant University, Bachelor of Science in Business Administration Smithfield, RI

Interests

  • Spending time with my family.
  • Playing and watching hockey.
  • Skiing New England mountains.
  • Splitting time between RI & FL
  • Golfing.
  • Fishing

Community participation

Industrial Foundation of Burrillville

Former Dexter Credit Union Board Member, First Vice Chairman

Awards & recognition

  • Ameriprise Circle of Success, 2015, 2016, 2017, 2018, 2019, 2020, 2021
  • Five Star Wealth Manager, 2013, 2014, 2015, 2016, 2017, 2019, 2020, 2022
  • Ameriprise Client Experience Award, 2020

Previous experience

  • Merrill Lynch, Assistant Vice President, Financial Advisor, 2005-2011
  • Morgan Stanley, Financial Advisor, 1999-2005