Oceanstate Financial Services

A CERTIFIED FINANCIAL PLANNER™ working with families and businesses to achieve financial independence

I am committed to building long-term relationships with my clients and helping them reach their goals is
my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build
financial freedom for my clients

I am licensed to sell insurance in: RI, MA, NH, CT, FL, MD, NC, PA, SC, UT, VT

I am a registered representative of and offer securities and investment advisory ser  ...