As a financial advisor with Edward Jones, my focus is on building meaningful relationships with my clients. I understand the impact that my work has on my clients’ lives and appreciate my vital role. Saving, investing and planning for the future can be intimidating, but I love being able to simplify the process and create manageable, approachable strategies. To better serve my clients, I earned the CRPC® professional designation.

Using an established process, I partner with my clients to build personalized financial strategies. I begin with a conversation to discover their priorities, goals and current situations. I then develop detailed strategies tailored to their particular needs. Once the strategies are in place, I maintain open contact with my clients throughout their lives, meeting regularly and making adjustments as needed. When beneficial, I collaborate with CPAs and attorneys, always respecting client confidentiality. I am supported by my Branch Office Administrator, Julie McGwin, who joined the office in 2018 and strives to provide exceptional client service.

Together, Julie and I are grateful to serve a range of clients, from individual investors to couples approaching retirement to multigenerational families. We feel especially privileged to help widows through the tasks that result from the loss of a spouse and alleviate their financial concerns.

As part of my commitment to the South Kingstown community, I serve on the Board of Directors and the Homeowners Support Committee of South County Habitat for Humanity. I am also active with the local Chamber of Commerce and Young Professionals group. I live in Westerly with my husband, Ben, and our son, Kaiden. We love living by the ocean and spending warm summer days out on Sandy Point with our families.

A better financial future starts with a conversation. Call or stop by our office to get started.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Intergenerational Planning
  • Wealth Strategies
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Music
  • Personal Fitness
  • Active Lifestyle

Office Information

Office Address

430 Main St Suite A1 South Kingstown, RI 02879

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More