Advisor profile


My approach

Getting to know my clients personally is paramount in my practice and the best part of my job, because every person’s goals and dreams are as unique as that individual. I work with people I care about, and my clients are like family. I truly believe people want to work with people and for me that means communicating not only knowledge but also personality. I am fiercely dedicated to continuing and enhancing the entrepreneurial culture of my team with a sole focus – a unique, memorable and personal experience for our clients.

Creating Value through Relationships, Leadership and Creativity.

Your unique ability is what you do best and most love doing. Put another way, it’s your passion – what you care about most. I believe my unique ability is creating value for my clients by focusing on 3 things:

Leadership– providing direction and helping to eliminate financial dangers, focusing on opportunities and providing strategies and solutions

Relationship–providing more confidence by reinforcing strengths, increasing certainty and working together with us

Creativity– providing capabilities, specific tools, systems and processes to identify and track your goals

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
16
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 Top Next-Generation Wealth Advisors, 2018-2020
  • Forbes Top Women Wealth Advisors, 2018-2020
  • Five Star Wealth Manager, 2012-2014, 2017-2020
  • Working Mother Top Wealth Advisor Moms, 2019
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2006-2019
  • 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!