As a financial advisor, I am focus on building trust with my clients, helping them reach their goals and helping in their journey to their paths to these goals. In these moments, we know we’re making a difference; they exemplify our accountability, our passion for our work and our integrity. Truly our committed purpose!
I have been a licensed financial advisor since 2002, making my tenure of over 20 years with Edward Jones. I serve in several leadership roles, including for the last seven years on our Grassroots Taskforce, a group that travels annually to Washington, DC to advocate for sound public policy in the financial services industry while meeting with RI's legislators in Congress.
I have held the CFP® designation since 2006. I’ve lived in Cranston, RI, for 32 years, and am an active member of my community and my church. I take pride in the partnerships I’ve built with the Cranston community over these years.
I’ve taught the Introduction to The Certified Financial Planning course for the CFP® designation at Bryant University, my alma mater, and have served on the board of the RI Chapter of the Financial Planning Association in several capacities.
My branch team consists of myself and Senior Branch Office Administrator Debbie Case, who has served clients at Edward Jones for 28 years. My team’s greatest joy comes in helping our clients secure their financial wellbeing.
In my free time, I’m a winemaker, a golfer and love working with my hands, especially on cars. The 1966 Plymouth Satellite I restored is one of my prized possessions. My family consists of my brother and two sisters, and although my mom has passed, my dad, Joe, still lives in our childhood home. I’m blessed with a beautiful relationship with my partner, Ronda Warrener, an Edward Jones advisor, and enjoy spending time with her two children. I’m a lover of German Shepherds.
Although many of my clients are members of my community, I have built partnerships all over the country, serving clients in 18 states.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Domestic Partner Finances
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Car Restoration
- Vintage Cars
- Wine Collecting/Enthusiast