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
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Investments
  • Saving for Education
  • Small Business
  • Domestic Partner Planning
23
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
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelors of Science Degree, University of Vermont 1994

Interests

  • 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.

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020
  • Barron’s Top 1,200 Financial Advisors, 2019-2020
  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Working Mother Top Wealth Advisor Moms, 2018-2019
  • Ameriprise Circle of Success, 2006-2019
  • Diamond Ring Award, 2016
  • Ameriprise Mercury Award, 1998

Honored to receive recognition

I’m proud I’ve been named to four industry publications’ top advisor lists: Forbes Top Women Wealth Advisors, 2020, Barron's Top 1,200 Financial Advisors list, 2020, Forbes Best-in-State Wealth Advisors list, 2020, and Working Mother Top Wealth Advisor Moms list for 2019 . These rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. It is an honor because I truly enjoy helping my clients achieve their goals. I’d like to thank them for their trust and for the opportunity to continue working together. And, I’d like to thank my dedicated team for all their hard work and support.