Advisor profile


What you can expect when you work with me

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.

Get started
25
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
  • 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

Qualifications

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

Education

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

Awards & recognition

  • Ameriprise Circle of Success, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
  • Five Star Wealth Manager, 2013, 2014, 2015, 2016, 2017, 2019, 2020, 2022, 2023, 2024
  • Ameriprise Client Experience Award, 2020

Previous experience

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

Community participation

Industrial Foundation of Burrillville

Former Dexter Credit Union Board Member, First Vice Chairman

Interests

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