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

  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Saving for Education
  • Charitable Giving
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Emerson College
  • Clark University

Interests

Travel and more travel.

Reading non-fiction and as many blogs as possible.

Lover of dogs and a strong advocate of animal rescue.

Can be found on a spin bike or working out in my spare time.

Community participation

I'm a member of the Board of Directors at Caring Kind, an organization that serves the needs of people with Alzheimer's and dementia and their families.

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020

Honored to be recognized in Forbes

I'm proud to announce that I'm one of the Forbes Top Women Wealth Advisors for 2020. This award spotlights top advisors across the U.S., and I'm honored to be recognized. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I'd like to think my hard-working team and our loyal clients for making this recognition possible!