I started my career in financial services in September of 2003. I devote myself to developing advanced financial strategies for my clients through comprehensive planning. I work with my clients in setting short term and long term financial goals as well as develop and maintain ways to help pursue these goals.
My husband and I reside in West Greenwich, RI with our two wonderful children and many beloved animals. In my spare time, I love to travel and read mystery novels. I enjoy Country music and spending time with my family. My favorite day of the week is Sunday, as I love to hang out at home with my family, watch football (GO PATS!) and order take-out!
I earned my bachelor’s degree in Psychology in 2000 and went on to successfully earn my Masters in Business Administration in 2003. I was always good with numbers and my friends and family had always joked that I do nothing without a “plan”… so I went into Financial Planning! Seemed like a perfect fit and it was! Professionally, I hold the series 7, 63 & 65 securities registrations through LPL Financial and I’m licensed in numerous states. I am a big believer in life time learning.