My Approach

My mission is to help my clients plan for more confident financial futures. I help them work toward this goal by focusing on building relationships and sharing what I've learned through my years of experience. I aspire to translate my clients' dreams into plans with purpose. I provide personalized financial advice and client service that can help you plan to achieve your financial dreams and goals, too.



  • 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


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Awards & Recognition

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


  • Financial Advisor
  • 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.