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.

More...

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
90 View scores
 
 
 

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
View Definitions

My Videos

More...

My Photos Show Thumbnails

Photo Albums

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.