Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • MS Master of Science, Finance, College for Financial Planning, Colorado

Awards & recognition

  • Five Star Wealth Manager, 2012-2023

Previous experience

  • United States Army Reserve, Specialist, 1985-1988
  • United States Air Force, Airman First Class, 1988-1992

Community participation

Election checker, City of Bristol, CT

Interests

  • Herb gardening