Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
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
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Family Finances
  • Domestic Partner Planning
  • Charitable Giving


  • CMFC™ Chartered Mutual Fund Counselor™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®


  • Bachelor of Science, Emerson College, Boston, MA

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2019-2023
  • Forbes Top 250 Wealth Advisors, 2019-2023
  • Forbes Best-in-State Wealth Advisors, 2018-2023
  • AdvisorHub Advisors to Watch (under $1Bil), 2023
  • Barron’s Top 100 Independent Financial Advisors, 2021
  • Financial Times 400 Top Financial Advisers, 2018-2020
  • Goldstein & Associates, Ameriprise Client Experience Award, 2021-2022
  • Ameriprise Circle of Success Hall of Fame, 2022
  • Ameriprise Chairman's Advisory Council, 2014-2022
  • WomenCertified, Inc. Women's Choice Award - Financial Advisor , 2018-2022
  • Five Star Wealth Manager, 2012-2023
  • Ameriprise Circle of Success, 2006-2022
  • Ameriprise Circle of Success Diamond Ring, 2015

Community participation

Like many of our clients, we are committed to causes beyond ourselves and our business. We strive to make the world a better place, not only for our clients, but by volunteering and donating.

  • Feeding America - Donor
  • The Los Angeles Regional Food Bank - Volunteer, Event Organizer
  • The National MS Society, Southern California and Nevada Chapter - Participant, Fundraiser
  • The Ojai Foundation- Donor
  • Harbor Interfaith Services - Donor
  • Lifewater International for Safe Water in Uganda - Donor
  • Los Angeles LGBT Center - Donor
  • Hollywood Dodgers Youth Organization - Team Sponsor
  • God's Love We Deliver - Donor


  • I am originally from Massachusetts but have been living in Los Angeles since 1997.
  • I enjoy exercising and watching & attending sporting events - especially the New England Patriots!
  • On the weekends, I like to relax and spend time with my daughter.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.