My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Family Finances
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Investment Management
  • Estate Planning Strategies
  • Retirement Plan Distribution

Education

  • Bachelor of Arts, English Literature, University of Vermont, Burlington, VT

Awards & recognition

  • Ameriprise Client Experience Award, 2025, 2024, 2021

Previous experience

  • First Vice President, Wealth Management, UBS Financial Services, 2010-2021
  • Vice President, Investments, Morgan Stanley, 2009-2010
  • Vice President, Investments, Citigroup, 2001-2009