For over 18 years, I have been working with families and business owners, understanding what is most important to them and helping to build personalized investment strategies. Working closely with you and your other trusted professionals, I can help determine the most appropriate financial strategy to achieve your goals, such as business retirement strategies, insurance considerations, building a personal retirement strategy, saving for education or creating a regular flow of income.

I earned my BA from Mary Washington College in 1998 and received my MBA from Johns Hopkins University in 2005. Before Edward Jones I was a consultant for Booz Allen Hamilton in their California, Virginia and Washington D.C. offices. I received my CFP® certification in 2011, ChFC® designation in 2019, and CPWA® designation in 2023.

I grew up in South Kingstown, where I currently reside with my wife and two children. I enjoy spending time with family, surfing, 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.

Forbes Best-in-State Wealth Advisors
I was named to the 2023 Forbes Best-in-State Wealth Advisors in RI as #20 in Rhode Island.

As a second generation financial advisor with Edward Jones, I am known for my ability to simplify clients' financial lives by helping them consolidate accounts and keeping them informed so that 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, who, in addition to being registered, has over 30 years of financial services experience and Jennifer Dunn, who previously served southern Rhode Island in education for 18 years and has been part of our team for nearly four years. They are dedicated to providing our clients with the highest level of service possible. Our passion is helping people reach their goals.

*2023 Forbes Best-in-State Wealth Advisors for RI awarded April 2023, research by SHOOK Research, LLC. Data as of June 2022. Compensation provided for using, not obtaining, the rating.