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 CFP® and CRPC™ professional certifications.

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 volunteer as a homeowner advocate and also serve on the board of directors and the finance committee of South County Habitat for Humanity. 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 Hours

Office Hours
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

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