I joined Independence Financial Partners in 2001. In 2023, I opened my own branch office, Royal One Financial Group, in the historic downtown area of Providence. As a Managing Partner at the firm, I am the trusted and credentialed Certified Financial Planner TM of choice for a wide range of clients, including small to large size businesses, medical and other professionals, high-net-worth families and individuals, and those approaching retirement.
Motivated by challenges, I bring a sharp mind, wisdom, and compassion to planning engagements. With my financial intelligence, industry knowledge, exceptional communication skills in multiple languages, and deep emotional understanding, I have a unique ability to relate to people and effectively share my knowledge.
I am a dedicated student of different cultures and languages, recognizing the importance of understanding people's backgrounds, perspectives, preferences, and ambitions. My focus is on providing independent and objective strategies, motivating others to achieve their most important goals while growing and protecting their assets. Clients trust my honesty, extensive experience, and professionalism, knowing that they are making informed decisions regarding their personal and business financial management.
I hold a BA in Economics with a minor in Spanish from Clark University in MA, and I subsequently furthered my education and earned the valued professional designations of CFP®, ChFC®, and CASL® from The American College.
Outside of my professional endeavors, I reside in Lincoln, Rhode Island with my husband Brian, who is a top foot and ankle surgeon. We are proud parents of two young children. In my free time, I enjoy traveling with my family, spending time with friends, and pursuing my interests in alpine skiing, boating, fashion, and interior design.
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Financial Consultant (ChFC®)
Chartered Advisor for Senior Living (CASL®)
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