Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Insurance

Community participation

I am passionate about supporting my community through volunteerism, board membership, and advocacy for its citizens in most need of help. Some of the causes that I support and serve are:

- REI - Renew Energy Initiative - Board Member

- CAB Community Action Board - Board Member

- Community Preparatory School - Development Committee

- DAIP - Diversity & Inclusion Professionals - Member

- SHRM - Society for Human Resources Management - Member

- RI Chamber of Commerce - Member

- RI chapter of Citizens Climate Lobby – Volunteer