Oceanstate Financial Services

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

vices through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: One Marina Park Drive, 16th Floor Boston, MA 02210 617-585-4500

09/02/2026

A specter is haunting the U.S. economy—the specter of a $20 burrito.

08/31/2026

The AI surveillance company is running into the same bipartisan anger that engulfed data centers, as worries about artificial intelligence rise.

08/28/2026

Renewed interest in atomic energy and AI mania are colliding at the Idaho National Lab—where Oklo and rivals hope to revive the long-stagnant industry.

08/26/2026

Why SEO costs $500 to $10,000 a month, and how to budget without overpaying.

08/24/2026

After she was laid off last year, Lynn Lee began an odyssey to find her way back to employment. “Don’t give up.”

08/21/2026

Almost half of Gen Z investors say artificial intelligence has already influenced a financial decision.

08/19/2026

As more adults 55 and older step back from the workforce, the shift is highlighting how market gains, hiring conditions, and policy adjustments can all influence retirement timing. Here's what this means for the economy.

08/17/2026

A critical clause in the CEO’s Tesla stock award would wipe away lofty performance targets if a merger happened.

08/14/2026

Here’s how humble beginnings can shape the instinct for finding partners in business.

Proud to share that I've been recognized on the 2026 Forbes | Shook Best-In-State Next-Gen Wealth Advisors ranking. Grat...
08/12/2026

Proud to share that I've been recognized on the 2026 Forbes | Shook Best-In-State Next-Gen Wealth Advisors ranking. Grateful to my clients and my team for the trust that made it possible. Data as of December 2025. Shook created and tabulated the ranking.

Explore Forbes' 2026 ranking of the best next-gen wealth management advisors in each state. See who made the list of featured financial advisors across the country.

Address

301 Metro Center Boulevard, Suite 205
Warwick, RI
02886

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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