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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Charitable Giving
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Investments
  • Wealth Preservation Strategies
  • Women's Financial Strategies
22
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
  • BFA™ Behavioral Financial Advisor™
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Science Political Science, Southern Connecticut State University 1998
  • Bachelor of Science History, Southern Connectitcut State University 1998
  • Honor College, Southern Connecticut State University 1998

Interests

I enjoy golf, fishing, traveling to Vermont and spending time with my family.

Community participation

I am Board Member of the Southern Connecticut State University Alumni Association. I also serve as a board member of the Southern Connecticut State University Foundation.

I was a member of the Region 16 Building Committee project. In the last five years we have completed the construction of a new K-5 elementary school, renovation of Laurel Ledge Elementary and the construction of a permanent regional district office.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2020
  • Ameriprise Diamond Ring Award, 2019
  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2018 , 2019and 2020
  • Ameriprise Circle of Success, 2007, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019and 2020
  • Ameriprise Chairman's Advisory Council, 2006