$25 gift certificate to Custom House Coffee in Middletown, RI!

As an Edward Jones financial advisor and recipient of the CFP professional designation, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

Prior to joining Edward Jones, I was honored to serve a long career as an officer in the U.S. Navy. After my retirement from the military in Newport, I came to Edward Jones in 2012 because I wanted to continue to serve my country by helping individual investors and business owners work toward achieving their financial goals.

In addition, my Branch Office Administrator, Pam Sardinha, is always here to help with your administrative needs. Pam has a wealth of experience, as she has worked previously as a human resource company vice president. She and I have worked together for nine years to help ensure each client feels welcomed and valued.

A University of Connecticut undergraduate, I also hold a master's degree in strategic studies. I am on the board of directors for the Newport County Chamber of Commerce and a member a Knights of Columbus. Originally from Willimantic, CT, I have lived on Aquidneck Island since 2002. My daughter, Michelle, graduated from Portsmouth High and Brown University and now lives and works in Brooklyn, NY. As a part of this community, I have a passion to help Aquidneck Island and Rhode Island to be the best place in America to live, visit and work.

At Edward Jones, we focus on you. The firm has thousands of people and advanced technology supporting our office so that we can help you and your family reach your long-term financial goals.