My Approach

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

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Interests

  • I've run three marathons, the Boston Marathon twice
  • Raised $15,000 for Dana Farber, thanks to clients & friends
  • Much of my spare time is devoted to four children
  • Enjoy reading, fitness, travel, good food with good wine

Community Participation

  • Dana Farber Cancer Research Institute
  • Board Member of the Hopkinston Education Foundation

Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Experience

21

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2010, 2011, 2012, 2013
  • Ameriprise Circle of Success, 2013

Qualifications

  • Financial Advisor
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC  Certified Long Term Care
  • ChFC®  Chartered Financial Consultant
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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.