I'm a long-term resident of the Aquidneck Island community. I resided in Portsmouth for over 28 years and was active coaching youth sports, and volunteering in schools and other island-based organizations. In 2022, I moved across the Sakonnet River to Tiverton, where I now live with my life partner, Mary, and our two dogs, Murphy and Maisy.
Both of my children are graduates of Portsmouth High School. Chris graduated from PHS in 2016 and then from Miami Ohio's Farmer School of Business in 2020. My daughter graduated from PHS in 2021 and UMass Amherst in 2025. In our free time, we enjoy the beach, boating, travel and skiing.
I chose to join Edward Jones as a financial advisor because of their core values and focus on building personal client relationships. I enjoy getting to know my clients, understanding what's most important to them and partnering to craft personalized strategies to help them reach their goals.
Many clients have multiple goals, ranging from preparing for or living in retirement, to sending a child/children to college, to buying a new home. No two scenarios are the same, and neither are the approaches to mapping out the strategies for achieving those goals.
I'm a Certified Financial Planner® professional, and hold the Series 7 and 66 securities registrations as well as life and long-term care insurance licenses, so I can meet the wide-ranging needs of my clients.
We welcome the opportunity to work with you. Call or email us today to schedule a complimentary review or second opinion on your current plan.