Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Saving for Education
  • Women's Financial Strategies
  • Family Finances
  • Estate Planning Strategies
  • Domestic Partner Planning
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®
  • CLTC® Certified Long Term Care®

Education

  • B.S. Northeastern University, Magna Cum Laude, Boston, MA

Interests

  • I enjoy spending time with my sons Carson and Greyson on Lake Ossippee.
  • In my free time I enjoy hiking, cooking, playing golf, practicing yoga, fashion design as well as going for runs.
  • I am happiest when traveling, especially anywhere warm, or being in nature.
  • My clients are like family to me.

Community participation

Wayland Business Association

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2016-2019
  • Five Star Wealth Manager, 2014-2016, 2018-2020
  • Forbes Top Women Wealth Advisors, 2020
  • Working Mother Top Wealth Advisor Moms, 2020