I want to understand what is important to you. I use an established process to build a personalized strategies to help clients achieve their goals. I partner with my clients throughout their lives to keep them on track.I started my financial career with Edward Jones in 2016 and received my Bachelor of Finance from Southern New Hampshire University in 2019. I became passionate about my financial career after planning and achieving my own financial goals of completing my degree without taking loans and purchasing my first home. Today, my passion is helping others plan for and work toward achieving their financial goals.I provide my clients an ideal experience by listening to what is most important to them and partnering together to plan and work toward their ideal financial futures.I am building my practice in Cranston RI. I focus my practice on individuals, families, and business owners who are within 10 years of their desired retirement goal. I work with clients on 401k consolidation, asset allocation, asset protection strategies, estate and legacy strategies and risk assessment If this sounds like you, it's time to give me a call! 401-944-0409