Client Services Group

Jo-Ann joined Corrigan Financial in March 2003. She serves as the firm’s Wealth Management Relationship Coordinator. Jo-Ann has passed the Series 3, 4, 7, 8, 24, 53, 63 and 65 exams. In 2022, Jo-Ann earned her Financial Paraplanner Qualified Professional^® (FPQP^®) designation. She previously was employed as an operations manager at Citizens Financial Services.

Carol joined Corrigan Financial in December 2007 as Data and Systems Manager and is a shareholder in the firm. She holds a Bachelor of Arts in Economics from Wheaton College. Carol previously was employed by SAIC, Inc. as a Computer Systems Analyst.

Lisa joined Corrigan Financial in July 2007. She is the firm’s Senior Receptionist and Client Scheduling Coordinator. She previously was employed with the Newport School Department.

Jessica joined Corrigan Financial in January 2011. She is the Financial Planning and Tax Administrative Assistant. Jess holds an Associate degree in Elementary Education from Escola Santa Catarina, Novo Hamburgo, Brazil. She also attended Feevale University in Brazil prior to coming to the U.S.A. in 2003. Jess has earned her Financial Paraplanner Qualified Professional^® designation.

Jennifer joined CFI in September 2017 as Financial Operations Assistant. She holds a Master of Business Administration from Babson College (1997) and Bachelor of Science in Business Administration from Bentley College (1986). She was previously employed by First Trade Union Bank as Business Development Officer and self-employed as financial consultant supporting many Rhode Island companies.

Noelle joined Corrigan Financial in July 2018. She works as a Wealth Management Relationship Coordinator. She previously was employed with the Newport School Department.

Aly came to Corrigan Financial in March of 2021 as a Wealth Management Relationship Coordinator. She holds a Bachelor of Arts degree from Providence College. Aly was previously employed as the Associate Director of The St. George’s Fund in the Advancement Office at St. George’s School.

Katie joined Corrigan Financial in August 2023 as a Wealth Management Relationship Coordinator. She holds a Bachelor of Arts degree from Rollins College. She also earned Financial Paraplanner Qualified Professional (FPQP®) designation. Before joining Corrigan Financial, Katie spent 17 years in the non-profit sector in Newport County, most recently as a Director of Finance and Business Operations for The Sailing Museum & National Sailing Hall of Fame.

Abby joined Corrigan Financial in September 2024.  She is our receptionist and client scheduling coordinator.  Abby holds a bachelor’s degree in English and Public Communications from the University of Vermont.  She was previously employed as a manager at Athleta in Newport.