Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet 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
  • Women's Financial Strategies
  • Employee Stock Options
  • Business Retirement Plans
  • Tax Planning Strategies
  • Investments
  • Domestic Partner Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Income Strategies
  • Investment Management
  • Saving for Education
  • Intergenerational Planning
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Insurance


  • APMA™ Accredited Portfolio Management Advisor™


  • Houghton College, Bachelor of Arts in Business Administration and Spanish

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2023 - 2024
  • R. Miller & Associates, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • R. Miller & Associates, Ameriprise Client Experience Award, 2020-2021, 2023
  • Five Star Wealth Manager, 2024

Community participation

  • Treasurer, Global Youth Groove, Inc.
  • Volunteer with the Connecticut Food Bank
  • Secretary, Acacia In Kenya
  • Volunteer with Family Reach Foundation
  • Volunteer at Pine Street Inn


  • Traveling
  • Fitness
  • Spending time with my husband and son

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.