Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Business Retirement Plans
  • Tax Planning Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
17
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

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

Interests

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

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