Experience

I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation, and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I am driven by my passion for delivering excellent service and helping clients pursue their goals.

I believe in participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

I live with my wife Jenn in Warwick, RI, with our three children Tommy age 17, Isabelle age 15, and Sophie age 13.  In my spare time I enjoy hockey and golf, and summers in Charlestown, RI at Quonochontaug Beach.

Senior Registered Client Associate

Katie is committed to building lasting relationships with each client and takes pride in responding to client requests and working to address their needs, no matter how small or complex. Katie also assists in delivering customized service and solutions, always striving to exceed clients’ expectations.

Katie lives in Rhode Island with her husband Brian and their two children Benjamin age 12 and Hayleigh age 10. Katie likes to volunteer at her children’s school and spending time on the beach collecting seashells.