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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Retirement Income Strategies
  • Insurance
  • Investments
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 6, 7, 65, 63

Education

  • Union College, Schenectady, NY - BA Economics, History Minor
  • LaSalle Academy High School, Providence, RI

Awards & recognition

  • Five Star Wealth Manager, 2015, 2017, 2019

Community participation

  • Union College Business Networking Group, Boston Chapter
  • Alzheimer's Association of MA (Boston Marathon 2007)
  • American Liver Foundation, MA Chapter (Boston Marathon 2006)

Interests

  • I love working on my golf game, trying new courses throughout New England.
  • I am a two time Boston Marathon finisher but have hung up my 26.2 mile sneakers. However, you will always find me toeing the line at the Blessing of the Fleet 10 miler and the Little Compton 4.8 miler.
  • Maureen, and I also love spending weekends at our beach home in Little Compton, RI. We love building sand castles and body boarding with our daughters Amelia, Paige and Brenna.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.