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

  • Family Finances
  • Cash Flow Management Strategies
  • Women's Financial Strategies

Interests

I love being involved in my community and giving back! I have been an active member of the Lawrence Chamber Envoy and Leadership Lawrence programs for several years, enjoy helping local charities plan and execute their fundraising events, and am a founding member of the READ Lawrence project. I was honored to accept the Lawrence Chamber's Wally Galluzzi Volunteer of the Year award in 2021. You can find me moonlighting as a bartender at The Sandbar on most Friday evenings, and when I'm not working you can find me listening to live music with friends or planning my next hiking trip to Colorado.

Community participation

  • Lawrence Business Exchange, Vice President 2016-2021
  • Leadership Lawrence, Class of 2018
  • Lawrence Chamber Wally Galluzzi Volunteer of the Year, 2021
  • Lawrence Chamber Envoys, former Co-Chair
  • Cooper's Couture: a fashion show benefit for Cooper's Cause
  • "Kingpin" fundraiser for Junior Achievement Bowl-a-Thon