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
  • Saving for Education
  • Investments
  • Wealth Preservation Strategies
  • Family Finances
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Radford University, BBA Business Management 1990

Interests

Outdoor Enthusiast. I love hiking, kayaking, running and skiing.

Community Involvement. I am a member of our Danville Old Meeting House Association, helping to preserve our past and build our community.

Family. I love spending time with my family. My husband, is a high school history teacher. Our son is 20 and in his 2nd year of college. Our daughter is 18 and a high school senior, and heading to her first year of college in the Fall.

My passion is helping others. It makes me feel good to know I've helped others in whatever way I can, whether its through my work or my community.

Community participation

Concord Lions Club Member

Danville Old Meeting House Association, Treasuer

We volunteer throughout the year at the NH Food Bank to help families in our community. And we collect donations for our local SPCA and the Friendly Kitchen here in Concord, NH. We try to help give back to our community and support organizations that help those in need.

Awards & recognition

  • Five Star Wealth Manager, 2020

Previous experience

  • Assistant Vice President, Scudder Investments, Boston, MA, 1992-2002