For over 30 years, I have worked closely with a variety of clients to develop a deep understanding of what is most important to them. I truly enjoy learning about their families, businesses and goals for the future. I am personally fulfilled when I provide clients with a plan to help them achieve those goals or when I am simply able to help someone feel more confident about their finances.
I attended Providence College where I earned a Bachelor of Science as a Finance Major with a concentration in Public Administration. While in school, I participated in both an internship at the State of Rhode Island’s Office of the General Treasurer and a shadow program at the U.S. Department of Treasury, Washington, D.C. Although I enjoyed working in the public finance arena, I realized my calling was to work with individuals. After graduating, I became an independent financial advisor - now, my lifelong career.
With an ever-changing financial landscape, it was important to me to show my commitment to my clients by earning my CERTIFIED FINANCIAL PLANNER™ certification. As a CFP® professional, I take a holistic, personalized approach to bring all the pieces of your financial life together, and I have made a commitment to act as a fiduciary when providing financial advice. I am continually seeking education to provide me with fresh perspectives and analysis to help me better serve my clients.
As a Registered Principal, I supervise and facilitate a network of other advisors across the east coast of the United States. We share our experiences and benefit from each other's knowledge. Our team approach adds perspective to all we do and provides increased value to our clients. Collectively, we serve clients in 46 states.
When I am not working, I spend time with my husband, Steve. Together, we spent much of the last 30 years raising our two children and happily volunteering for various community, school and sports organizations. We now equally enjoy traveling to explore new places and spending quiet time at home.