Focus: Insurance Strategies, Investment Strategies, LGBTQ, Retirement Income Planning
Wealth Management, Insurance and Planning
If you want the peace of mind of having financial security, with a plan and a partner by your side, take advantage of our simple process:
- Work with a CFP® professional that has a fiduciary duty
- Learn how to protect your income and assets
- Compare your options for saving in volatile markets
- Ensure your loved ones are provided for should you die prematurely
- Avoid making common mistakes when investing
- Understand what you are paying in fees and taxes
We consolidate and organize all your financial information, so when something comes up, we'll be ready!
While we serve a diverse population, my practice specializes in financial planning for healthcare providers, business professionals and the LGBTQ community.
As a Certified Financial Plannertm professional, I run an independent practice focused on serving healthcare providers, business professionals and the LGBTQ community. I am fiercely passionate about equality. Being first generation American, I have a deep appreciation for the meaning of hard work, diversity and building the life of your dreams.
I received a bachelor’s degree in Finance, from the University of Massachusetts and studied at Bentley University while working towards the CFP® designation. Most recently, I obtained the Retirement Income Certified Professional (RICP®) designation, to help me better serve my clients as they plan for their golden years.
For the fifth consecutive year, I am honored to have received the Five Star Wealth Manager Award. It is a national recognition based on years of experience and a clean compliance record, as well as the number of professional licenses held by the advisor. For 2019, only 5% of licensed wealth managers in the Providence area were selected to receive this award!
When I’m not meeting with clients and building my practice, I’m enjoying time with my husband and 4-year-old step-daughter. I also maintain a close relationship with my Little Sister mentee, a bright teenager who I first met at the age of eight through Big Sisters of the Ocean State. I’m a life-long Massachusetts resident, but I love travelling. When it’s time to unwind, you’ll find me relaxing in my yard, cooking a low-carb recipe or enjoying a night of Latin dancing.
Bentley University, Financial Planning Program
University of Massachusetts - Dartmouth, B.S. - Finance
Affiliations & Memberships
Member of the Financial Planning Association - MA Chapter
Member of the Bristol County Estate Planning Council
Big Sister with Big Brothers Big Sister of Rhode Island - 10 years
Check the background of this investment professional on FINRA’s BrokerCheck
501 Wampanoag Trail Suite 200
East Providence, RI 02915