Advisor profile


My approach

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

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Family Finances
46
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

  • Niagara University, Niagara Falls, New York, Bachelor of Business Administration Degree
  • Aquinas High School, Rochester, New York

Interests

  • I enjoy time with family and friends, golfing, cooking, entertaining, playing cards e.g. Euchre 

Community participation

  • Member - Narragansett RI Chamber of Commerce
  • Member - Lions International Narragansett RI
  • Member - United States Golf Association
  • Member - Boston Amateur Golf Society RI Division

Previous experience

  • Accountant, 1975-1999