As an Edward Jones financial advisor, I focus on wealth strategies and portfolio construction for individuals and small business owners in Southern Rhode Island. Working closely with your CPA and attorney, I am able to help determine the most appropriate financial strategy for you, your family and/or your business. I can also help with your retirement savings strategy so that you will have more options when you retire.

I use an established process to gain a detailed understanding of my client's values and goals. I then employ specific financial strategies designed to address each client's unique needs and goals, and partner with them throughout their lives to keep them on track.

Successful individuals and families work with me to develop and implement a comprehensive wealth strategy to help them reach their financial dreams, make smarter decisions in today's uncertain political, economic and social environment, and obtain an independent second opinion from a financial advisor in their community.

I serve as the co-chair for the Walk to End Alzheimer's in Newport, Rhode Island. I enjoy sports, hiking with my dogs, going to the beach and spending time with family.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

Office Information

Office Address

35 South County Commons Way Unit D7 Wakefield, 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

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