Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.A., Brandeis University, History, Waltham, MA - 1991
  • M.S., Simmons College, Physical Therapy, Boston, MA - 1996

Awards & recognition

  • Ameriprise Circle of Success, 2007-2021
  • Five Star Wealth Manager, 2013-2023
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2012
  • AdvisorHub 50 Advisors to Watch (under $1Bil), 2022

Previous experience

  • Physical Therapist, 7 years
  • Franchise Owner, Total Wellness Center, 3 years (2014-2017)

Community participation

We annually sponsor, fund raise and volunteer at The Providence Ronald McDonald House, The Boys and Girls Club of Pawtucket, The Jewish Alliance, the RI. Jewish Community Day School and RI. Food Bank. We also sponsor a community shred-it day.

I currently sit on the board of the Holocaust Education and Resource Center of Rhode Island, and the Jewish Community Day School of Rhode Island.

Past president of the Jewish Community Day School of RI.

Interests

  • I like to do volunteer work in my community.
  • I enjoy coaching my childrens soccer and basketball teams.
  • I have run two Boston Marathons.
  • I enjoy going out to dinner with friends and family.

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.