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
22
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
  • Intergenerational Planning
  • Family Finances
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Domestic Partner Planning
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • The University of Rhode Island: Economics

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022, 2023

Professional associations

  • Brattleboro Area Chamber of Commerce
  • Financial Planning Association

Community participation

Treasurer: First Congregational Church of Newfane

Interests

  • Hiking & camping
  • Skiing & snowboarding
  • Golf
  • Fishing
  • Mountain biking