Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Family Finances
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Massachusetts College of Liberal Arts-Bachelor of Arts

Interests

  • I have survived four marathons, two in Boston, and three in under four hours
  • I enjoy science fiction books and movies and comic books
  • I still play ice hockey in West Roxbury or Norwood once a week

Community participation

  • Weymouth Chapter of Rotary Club
  • Money Conference for Women, Volunteer
  • Everybody Wins Metro Boston, Power Lunch Reader
  • Office of the Treasurer, Volunteer
  • ATHENA PowerLink, Member of Governing Body

Awards & recognition

  • Ameriprise Circle of Success, 2007

Professional associations

  • South Shore Chamber of Commerce (Ambassador)
  • Quincy Chamber of Commerce

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.