As a financial advisor, my interest doesn’t stop with educating clients on investment opportunities; it goes beyond that. I provide a holistic approach to help benefit my clients and their families for generations to come. I take complex topics and help people understand them so they can build a financial strategy while sharing the wisdom of successful clients that have come before them. My strong work ethic and a culmination of lifetime experiences is also a gift I freely share with my clients to help them reach their financial goals.
I joined Edward Jones in November 2012. Prior to that, I held many positions that built a foundation that would afford me an opportunity to assist clients achieve goals beyond their expectations.
Being a fifth-generation family in South County, I am determined to help us sustain a retired life here. I am a graduate of South Kingstown High School and attended The University of Rhode Island. I graduated from Johnson and Wales University with a Bachelor of Science.
My prior work experience as a branch manager at AAA and a district manager at American Greeting Cards allowed me to travel statewide and nationally. Eventually, I decided to settle where my roots were, here in South County. My husband and I have two children in the South Kingstown school system.
My free time is mostly spent with my family and community. For example, I am an active board member of The Welcome House of South County and an honored "Wild Woman" by the Domestic Violence Resource Center of South County. Also, I have been an ELK for 10 years; a member of the School Funds Committee for The Town of South Kingstown for six years; a co-founding member of Business From Fellowship Rhode Island (BFFRI); and a long-time member and former board member of The South Kingstown Chamber of Commerce.
I would be happy to meet you and determine how I may assist you and your family in reaching success.
- Intergenerational Planning
- Retirement Income Strategies
- Wealth Strategies
- Socially Conscious Investing
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