Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
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
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Retirement Income Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Employee Stock Options
  • Saving for Education
  • Estate Planning Strategies

Qualifications

  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health & Variable Annuity

Education

  • J.D. - Bachelor of Laws, University of the West Indies
  • LL.M - Masters in Banking and Financial Law, Boston University

Awards & recognition

  • Five Star Wealth Manager, 2013

Community participation

North Andover Rotary Club, active current member, Member of the Board andPast President (2009 - 2010).

Interests

When I'm not advising clients, I can usually be found enjoying the companionship of my family and friends or working out at the gym. My husband and I enjoy traveling and spending time outdoors biking, camping and fishing.