• Retirement Planning
• Investment Management
• Legacy & Charitable Planning

For years, I've helped individuals and families navigate their financial journeys—from investments and life insurance to retirement, tax strategies, and legacy planning.

As a Thrivent client since age 10, I've experienced firsthand the value of planning and guidance. I joined Thrivent because its values align with those I was raised with: faith, integrity, and serving others.

My goal is simple: understand what's most important to you and help create a plan for your financial future.

Remember: A goal without a plan is just a wish. Let's connect and discuss your financial vision. God bless!

As a Financial Advisor at Thrivent, I’m passionate about helping individuals and families pursue their financial goals through thoughtful planning and investment management. After starting as an intern, I transitioned into a full-time role and have continued building my experience in the financial industry.

I earned my bachelor’s degree in Finance from Bryant University in 2022 and my master’s degree in 2023, all while working at Thrivent. Outside of work, I enjoy playing and watching sports, as well as outdoor activities like snowboarding and jet skiing.

I earned my Bachelor of Science from WPI and later completed my Master of Science at Tufts University. I began my career in financial services after gaining experience in gift planning, where I valued the opportunity to serve individuals and families of all faiths.

Originally from Rhode Island, I am a parent to two adult children. Our family also includes two Australian Labradoodles, Rhody and Finn, who bring great joy to our home.

Outside of work, I enjoy cooking, spending time at the beach, and exploring new travel destinations.

With more than 25 years of corporate finance experience, I’m passionate about helping individuals, families, and business owners make confident financial decisions.

I work closely with clients to develop personalized strategies focused on retirement planning, investments, savings, risk management, and tax-efficient solutions. I hold FINRA Series 7 and 66 licenses and am licensed in Life and Health Insurance across multiple states.

Community involvement is important to me, and I proudly support organizations including A Wish Come True, Feed RI, Blood Cancer United, and Ronald McDonald House Providence.

Outside of work, I enjoy cooking, the arts, and spending time with my family as a proud mother of two and grandmother of one.