I grew up in Rhode Island and continue to call it home, where the ocean, an active lifestyle, and a strong sense of discipline have always been central to my life. Through fitness and commitment to personal growth, I learned early the value of consistency, focus, and showing up with intention. Those principles shape how I approach my work today and set the foundation for my philosophy around thoughtful, long-term financial planning.
In late 2023, I joined Newport Financial, partnering closely with Beth through mentorship and collaboration. Since then, I help clients turn financial goals into actionable, long-term strategies. With a focus on retirement planning and wealth management, I serve individuals, women, and business owners who value clarity, confidence, and a personalized approach.
My philosophy—Invested in You—means every recommendation is designed to align with your future vision. I believe strong financial decisions are built through education, transparency, and trusted partnerships.
Driven by high standards and thoughtful planning, I remain committed to excellence, delivering guidance designed to preserve, grow, and sustain your financial future.
I believe that everyone deserves to feel confident about their financial future, —whether it's planning for retirement, building wealth, or creating a lasting legacy.