Advisor profile

Stay connected with digital tools

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact me for help getting started.
Contact me
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Financial Strategies for LGBTQ Couples and Families
  • Small Business


  • CRPC™ Chartered Retirement Planning Counselor™


  • BSBA, Nichols College, 2013
  • MBA, Nichols College, 2016

Community participation

  • Worcester County Food Bank- volunteering and hosting a food drive during the holiday season.
  • Habitat for Humanity- assisted in renovating a home for 5 families
  • Dana Farber- raising money and running the Falmouth Road Race in August 2018
  • UMASS Cancer Walk- in 2018 our office began an annual commitment to walk and support UMASS in their fight against cancer.
  • Lustgarten Foundation's local walk to fight Pancreatic Cancer.


My family and friends hold a very special place in my heart.

Being a Mom is my favorite job!

I live happily with my husband, Nathan, daughter, Dakota and 2 cats, Cali and Cora.

I love visiting any big city, but prefer living in a small town close to family.

We own a camper and can be frequently found in Maine or New Hampshire for holiday weekends.

I love to entertain, especially with good wine and good food.

I love to relax at the end of the day with a cup of tea and a great Netflix series.