Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Family Finances
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Small Business
  • Charitable Giving
  • Women's Financial Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies
5
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

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

Interests

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

I am a Mom to a beautiful little girl, Dakota.

I live happily with my fianc�, Dakota and 2 cats- Cali and Cora.

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

I enjoy spending time on the water during the summer.

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.

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.

Professional associations