Experience & Education
- Undergraduate degree with a concentration in accounting – Bryant University.
- Master of Science in Taxation -Bryant University.
- Certified Financial Planner designation.
- Series 7 and 66 licenses.
- Member of the Rhode Island Society of Certified Public Accountants (RISCPA).
- Member of the American Institute of Certified Public Accountants (AICPA).
- Member of the Massachusetts Society of Certified Public Accountants (MSCPA).
- Recipient of the Providence Business News Forty under 40, Class of 2015.
- Member of the Institute of Certified Financial Planners.
- Board member and Treasurer of The Providence Children’s Museum.
Years of Experience