Team profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies

Awards & recognition

  • TW Financial Group, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

Packing Thanksgiving meals at the Boys and Girls Club of Pawtucket 2022
Packing Thanksgiving meals at the Boys and Girls Club of Pawtucket 2022