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

Areas of focus

  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Intergenerational Planning
  • Investments
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Charitable Giving
  • Wealth Preservation Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts in Sociology, University of Southern Maine
  • Associate of Arts in Hotel and Hospitality Management, Bay Path University

Interests

  • Giving back in my community - volunteering with my neighborhood association, community garden and senior dog rescue
  • Being outdoors - the ocean is my "happy place" and I love kayaking, hiking and swimming
  • Fitness - I maintain a regular yoga practice and enjoy the Peloton community when I have to work out at home
  • Cooking - I love to cook delicious vegan food for my friends and family
  • Family and friends - spending time with the ones I love most brings me joy.

Community participation

  • I am part of an Alumni Organization at my childhood summer camp in Maine, where we work to make Girl Scouting and camping accessible to all girls.
  • I volunteer at a local Senior Dog Sanctuary as a transitional foster, dog walker and cuddler.
  • I am an active member and volunteer with my city's community garden. I love learning from gardeners from other parts of the world and cultures as I grow my own food and flowers.

Previous experience

  • Account Manager - Revenue Management, Micros Systems, Columbia, MD, 2004-2005
  • Revenue Management Systems Consultant, Opus 2 Revenue Technologies, Portsmouth NH, 2000-2004