Eileen joined Professional Planning Group in 1996. She is a Financial Advisor working directly with clients to provide comprehensive wealth management services and retirement planning strategies based on individual client needs. Eileen is a member of the Investment Committee.
Experience
Prior to joining Professional Planning Group, Eileen worked at Dean Witter as an Account Executive serving individual investors, businesses and organizations. She analyzed their financial needs and identified appropriate investments to meet their goals. She began her investment career in 1989 as a coordinator for international finance conferences hosted by the Pacific Basin Capital Markets Research Center and the University of Rhode Island in Thailand, Korea, Hong Kong and Malaysia.
Education
Eileen earned a Bachelor of Science degree in Natural Resources from the University of Rhode Island in 1983. She earned a Master of Business Administration from the University of Rhode Island in 1991. Eileen holds the Series 7, 63, and 65 licenses.
Community
Eileen is a member of the Ocean Community YMCA Camp Watchaug Committee.
Family
Eileen lives in Westerly, RI with her husband, Peter, and their son, Michael.
Hobbies
In her free time, she enjoys sailing, skiing, and traveling with her family.
