You: You will be the focus of our conversations. Who you are, what your financial goals and dreams are, and what your needs for this money are. Edward Jones has an established process for providing solutions-based advice, so knowing this information will allow me to customize your specific strategy for your investments.

You should know that, as a financial advisor, I will put your interests first and at the heart of all of my actions on your behalf. You will understand why I am suggesting certain investment strategies, because you will be informed as we work together. I am also happy to work together with any of your other professionals, such as your accountant or CPA, and your estate attorney or tax attorney. My business office administrator, Kristi Beaucage, will also be part of our team and in contact with you.

You may want to know a bit about my background. I have worked in the financial services industry for more than 20 years and have worked with a wide range of clients in those years. Clients have been generations of families, business owners, foundations and retirees. I participate in our community and am an active member of the Providence Preservation Society, where I serve on the Finance Committee and the Investment Sub-Committee; the Women’s Fund of Rhode Island; the Rhode Island Independence Chapter of the Daughters of the American Revolution, where we give effort in support of veterans in our community; and the Wayland Square Merchants’ Association. I am originally from Texas and graduated with a Bachelor of Science from Texas Tech University. I am married, with a 14-year-old son, and I appreciate the rich culture of people and cuisines in Rhode Island and enjoy attending live music events and visiting the museums in our area.

You should contact me if I may be of help to you or someone you care about. I will look forward to having a conversation about how goals and dreams can be attained with the help of a financial advisor with the right focus.

My Personal Interests

  • Art & Theater
  • Music
  • Antiquing
  • Personal Fitness
  • Traveling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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