My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

Spending time with my husband Brian and our two children, Julia and Owen

Golfing

Vacationing at the lake with friends and family

Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Education Planning

Experience

18
100 View scores
 
 
 

Education

  • North Adams State College - Bachelor of Science in Finance

My Videos

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My PhotosShow Thumbnails

Julia and Owen in Atlantis

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.