As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you, your goals and what's most important to you before we start to talk about investments. Whether you're planning for retirement, saving for college for children or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We will also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, I'm dedicated to providing you with the service and support that you deserve.
In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
I grew up in Narragansett, and now reside in Cranston. I have three incredible boys that I enjoy spending time with, especially when we are surfing! I coached their town baseball teams, as well as volunteering in the community. I am a member of the Christ the King Parish, along with the East Greenwich Chamber of Commerce.
I earned my BA in civil engineering from Worcester Polytechnic Institute in 1997 and received my MBA from Providence College in 2005. I joined Edward Jones in 2018, after an enjoyable career in sales management for several US manufacturers.
Whether your goal is to retire early, pay for your children's education, manage income in retirement or save money on taxes, I will meet with you to understand what is important to you. I use an established 5-step process to build personalized strategies and partner with you throughout your life to stay on track. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. Please do not hesitate to contact our team.