Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Massachusetts Lowell, Bachelor's Degree

Awards & recognition

  • Five Star Wealth Manager, 2018
  • Skyeburst Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021, 2023
  • Skyeburst Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

-Supporter of the New England Bassett Hound Rescue

-Project Linus (providing blankets to children in need)

-Newton Food Bank Volunteer

Interests

  • Travel
  • Animal Advocate - I have two Basset mix rescues
  • Music lover - Mozart to Miles Davis to Madonna
  • The Great Outdoors - Gardening, hiking, sailing, skiing