In the over 20 years I’ve been in the financial services industry, I’ve always had one goal: to provide the highest quality service possible to my clients - and that means always striving to be the best in the business.

My clients come to me looking for guidance and impartial third-party advice when they might be tempted by emotional trading or making big decisions at the wrong time. Together we work on long-term plans that allow them to go about living their lives knowing I’m paying attention to the numbers. They’re comfortable calling me when life changes (as it inevitably does) so we can pivot when we need to or so that they’re reassured their current plan can weather what life is throwing at them.

After receiving my BA in Economics from the University of Rhode Island in 1999, I completed my series 7 and then went on to become a Certified Financial Planner (CFP®)  designee in 2008. Throughout the years I worked for firms such as Fleet Bank, Bank of America, and Merrill Lynch before opening my own financial planning practice.