Advisor profile


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24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Saving for Education
  • Women's Financial Strategies
  • Family Finances
  • Estate Planning Strategies
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CDFA® Certified Divorce Financial Analyst
  • CLTC® Certified Long Term Care

Education

  • B.S. Northeastern University, Magna Cum Laude, Boston, MA

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Forbes Best-in-State Women Wealth Advisors, 2022 - 2024
  • Forbes Top Women Wealth Advisors, 2020
  • Five Star Wealth Manager, 2014-2016, 2018-2024
  • Working Mother Top Wealth Advisor Moms, 2020-2021
  • Ameriprise Circle of Success, 2012, 2016-2021
  • Ameriprise Client Experience Award, 2021-2023

Community participation

Wayland Business Association

Interests

  • I enjoy spending time with my family and our dog on Lake Ossippee.
  • In my free time I enjoy hiking, cooking, playing golf, practicing yoga, fashion design as well as going for runs.
  • I am happiest when traveling, especially anywhere warm, or being in nature.
  • My clients are like family to me.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.