Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Divorce Financial Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CDFA® Certified Divorce Financial Analyst
  • APMA™ Accredited Portfolio Management Advisor™
  • CSRIC® Chartered SRI Counselor

Education

  • BS, Psychology, Tufts University, Medford, MA

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2024

Professional associations

  • Ellevate Network

Previous experience

  • UBS Private Wealth Management, 2013 - 2020

Community participation

I actively support initiatives focused on climate action and environmental sustainability. I am proud to list the below supporter memberships:

  • The Nature Conservancy
  • Rocky Mountain Institute
  • CERES
  • Oceana
  • Save the Great South Bay
  • North Fork Environmental Council

Interests

  • I enjoy living on the south shore of Long Island and spend as much time as possible on the beaches of Fire Island, paddleboarding in the Connetquot River, and fishing in the Atlantic Ocean with my husband, Matt, a licensed private charter Captain.
  • When on land, we both enjoy working on home improvement and DIY projects together.
  • Also, I love being a hostess. Cooking large meals and gathering groups of friends around a table gives me so much joy.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.