I am a second-generation financial advisor with Edward Jones. I am proud to continue the family tradition of helping individuals and families make sound financial decisions throughout every chapter of their lives.

I earned my BA from Mary Washington College in 1998 and received my MBA from Johns Hopkins University in 2005. I joined Edward Jones in 2005, after working for seven years as a consultant for Booz Allen Hamilton in their California, Virginia and Washington D.C. offices. I received my CFP® designation in 2011 and ChFC® designation in 2019.

I grew up in South Kingstown, where I currently reside with my wife and two children. I enjoy spending time with family, coaching my children's teams, playing soccer and my bass guitar, as well as volunteering in the community. I am a member of Christ the King Parish and Narragansett Lions Club. I am also a longstanding member of the Southern Rhode Island Chamber of Commerce. I enjoy mentoring new financial advisors and have qualified for the Financial Advisor Leaders Conference multiple times.

Whether your goal is to retire early, educate your children, manage income in retirement or save money on taxes, I will meet with you to understand what is important to you. I use an established 5-step process to build personalized strategies and partner with you throughout your life to stay on track.

I am known for my ability to simplify clients' financial lives by helping them consolidate accounts and keeping them informed so they understand their financial strategy. My skill set is backed by Edward Jones, a firm that has been helping individuals plan for their financial future since 1922.

My team is comprised of Christy Cihat with over 25 years of financial services experience and Jennifer Dunn, who has been serving southern RI in education for 18 years and is excited to be a new member of our team. They are dedicated to providing our clients with the highest level of service possible. Please don't hesitate to call us.

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies

My Personal Interests

  • Active Lifestyle
  • Traveling
  • Social Responsibility
  • Sustainability
  • Surfing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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