Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving
  • Family Finances


  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • Bachelors of Science Degree, University of Vermont 1994

Awards & recognition

  • AdvisorHub 25 Women Advisors to Watch, 2022
  • Barron’s Top 1,200 Financial Advisors, 2019-2022
  • Forbes Best-in-State Wealth Advisors, 2018-2022
  • Forbes Best-in-State Women Wealth Advisors, 2022-2023
  • Guided Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Forbes Top Women Wealth Advisors, 2020-2021
  • Working Mother Top Wealth Advisor Moms, 2018-2021
  • Ameriprise Circle of Success, 2006-2022
  • Diamond Ring Award, 2016

Honored to be recognized in Forbes

I’m excited to share that I’ve been named to the 2023 Forbes Best-in-State Women Wealth Advisors list. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals with confidence.


  • Making my practice the best option available for clients.
  • I love spending time with my family and friends. I believe that the connections we have with each other truly enrich our lives.
  • If I had to pick my favorite hobby, it would be traveling. I also enjoy cooking, food and wine, gardening, board and card games, hiking, exploring the National Parks, and snowboarding. Reading is a true passion.
  • I serve on the Board of Directors for a local non-profit.

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.