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

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Investment Management
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®
  • CLU® Chartered Life Underwriter®

Education

  • BS in Accounting- Bentley University
  • MBA in Financial Management -Pace University

Interests

I am originally from Martha's Vineyard and currently reside in Westwood, MA. My daugher, Madeleine, is a Media Planner in Boston.

In my spare time, I enjoy playing golf, tennis, squash, gardening, doing home improvement projects and traveling.

Community participation

Contributor: Boy Scouts of America

Contributor: Camp Joslin for Children with Diabetes

Contributor : JDRF One Walk for T1D

Contributor : St Jude's Annual Golf Tournament and Fundraiser

Awards & recognition

  • Five Star Wealth Manager, 2013-2022
  • Ameriprise Client Experience Award, 2020
  • Ultimate Digital Excellence Award, 2021

Professional associations

  • Meredith Hoban Dunn CPA, PFS