Advisor profile

My approach

At The Nolan Group, we subscribe to the ‘three bucket theory,’ which holds that everything in life can be grouped into one of three categories:

  • Bucket one: Things we can control
  • Bucket two: Things we can influence
  • Bucket three: Things we can neither control nor influence

We choose to focus mostly on bucket one, by working with our clients to better manage the financial decisions and behaviors that are within their control. And we do so by focusing on preparedness.

By implementing an approach that focuses clients on bucket one, we help position their mindsets to make financial decisions that their ‘future selves’ will be thankful for. In our experience, we believe that when you apply this focus to decisions, your life can be better for it. We coach our clients to strategize around bucket one not only when it comes to their finances, but in everything they do, which in turn helps to reduce stress.

Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning




  • Notre Dame Academy (Hingham, MA)
  • Bachelor of Arts, Georgetown University

Awards & recognition

  • The Nolan Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Forbes Best-in-State Women Wealth Advisors, 2022-2024
  • Forbes Top Women Wealth Advisors, 2018-2022
  • Forbes Top Next-Generation Wealth Advisors, 2018-2020
  • Ameriprise Circle of Success Diamond Ring, 2020
  • Ameriprise Circle of Success, 2006-2023
  • Five Star Wealth Manager, 2012-2014, 2017-2024
  • Working Mother Top Wealth Advisor Moms, 2019-2021
  • Premier Protection Award, RiverSource ® Life Insurance Company, 2015-2017

Honored to be recognized in Forbes

I’m excited to share that The Nolan Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation


  • I am originally from Milton, MA where I grew up speaking French in my everyday studies from 1st through 8th grade
  • In 2007 I met my husband Tim (also an advisor) in my CFP class who I later recruited 'in life' and in practice to Ameriprise :) We have three amazing kids: Winnie 10/12/12; Dennis 3/20/14; and Marty: 8/10/17
  • I love playing golf–whether that's working on my handicap or collecting fun swag to sport on the course!
  • I work remotely between our home base in Winchester, MA...Dennis, Cape Cod...and Haig Point on Daufuskie Island, SC
  • I enjoy checklists, Sudoku puzzles, and home renovation projects

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.