Advisor profile


My approach

My Unique Ability

  • A unique ability is what one does best and what they love doing the most. Put another way, it is a passion and what someone cares about most. I believe that my unique ability is creating value for my clients by sparking positive energy and meaningful action, brainstorming what could be, and unapologetically saying it like it is.
  • I am fiercely dedicated to continuing and enhancing the entrepreneurial culture of my team, with a focus on creating a unique, memorable and personal experience for our clients.
  • My team and I have created tools for the taking in order to help people be strategically prepared for what ever may come their way and to simplify the juggling act of life.
  • I want to inspire, encourage, and challenge people to embrace change while enjoying the ride.

Areas of focus

  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Women's Financial Strategies
  • Charitable Giving
  • Investment Management
  • Social Security Retirement Benefits
  • Insurance
  • Retirement Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Small Business
  • Retirement Plan Distribution
  • Financial Strategies for LGBTQ Couples and Families
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Arts, Georgetown University 2004

Interests

  • I am originally from Milton, MA where I grew up speaking French in everyday studies 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 3 amazing children: Winnie 10/12/12; Dennis 3/20/14; and Marty 8/10/17.
  • I enjoy kicking off the day with a barre/trampoline workout, followed by a homemade "Crowbrook" breakfast sandwich at The Fuller Cup in Winchester.
  • I look forward to Cape Cod weekends at our Dennis Port "Castello" ... heaven!
  • I am a lifelong learner and LOVE a good checklist!

Community participation

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Ameriprise Circle of Success Diamond Ring, 2020
  • Forbes Top Women Wealth Advisors, 2018-2021
  • Five Star Wealth Manager, 2012-2014, 2017-2021
  • Forbes Top Next-Generation Wealth Advisors, 2018-2020
  • Working Mother Top Wealth Advisor Moms, 2019-2020
  • Ameriprise Circle of Success, 2006-2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Premier Protection Award, RiverSource ® Life Insurance Company, 2015-2017
  • Protect, Grow, Give Award - RiverSource ® Life Insurance Company, 2011-2014

Honored to be recognized in Forbes

I’m proud to announce that I’m one of Forbes Top Next-Generation Wealth Advisors for 2020. The list spotlights top advisors across the U.S., and I’m honored that Forbes chose to recognize me. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!

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.