Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

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

Community participation

Sponsor of the New England Bassett Hound Rescue

Awards & recognition

  • Five Star Wealth Manager, 2018