Experience & Credentials

 

 

  • Providence Business News, 2015 "40 Under Forty" Honoree.  Based on career success and community involvement, all winners are young professionals who have committed to making a difference on a local, national, or international scale. *
  • Life & Qualifying Member of Million Dollar Round Table (MDRT).  A premiere industry association representing the top one percent of the world's most successful financial services professionals.
  • Fourteen-time JHFN ACE (Achieving Client Excellence) Qualifier.
  • Inducted into the Signator ACE Inner Circle (2015) & ACE Club (2010).
  • Bachelor of Arts Degree from Clark University with a major in Economics and a minor in Spanish.
  • Study Abroad in Madrid, Spain at Tandem Escuela Internacional in 2000. Concentration in Spanish Language & History.
  • Earned the prestigious valued designations of Chartered Financial Consultant (ChFC), & Chartered Advisor for Senior Living (CASL) as well as CERTIFIED FINANCIAL PLANNER(TM) practitioner (CFP®).
  • Member of the National Association of Insurance and Financial Advisors (NAIFA)
  • Member of the Bradley Hospital Board of Governers
  • Member of Mercymount Country Day School Planned Giving Committee
  • Member of Clarke University Alumni Association
  • Member of Classical High School Alumni Association
  • Appeared on WJAR Ch.10 news with Frank Coletta to make a business report on "Women and Finance", 2008. 
  • Fluent in Spanish and Arabic; knowledge of French

 

 

*ACHIEVING CLIENT EXCELLENCE The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. 

*MILLION DOLLAR ROUND TABLE Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues. 

*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.