Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
University of Rhode Island – 1997 BA Communication Studies
College for Financial Planning – 1998 Registered Paraplanner™
College for Financial Planning – 2025 Chartered Retirement Planning Counsel
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