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

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
21
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

  • B.A., 1991 History Brandeis University, Waltham, MA.
  • M.S., 1996, Physical Therapy, Simmons College, Boston, MA.
  • Chartered Retirement Planning Counselor, 2002 College Financial Planning

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.

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.

Awards & recognition

  • Ameriprise Circle of Success, 2007-2020
  • Five Star Wealth Manager, 2013-2021
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2012

Previous experience

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

Our Mission Statement

Our purpose is to collaborate with you, our guest, to help achieve your financial goals and dreams. We strive to provide a comfortable relaxed atmosphere, which allows our partners to be at ease and benefit from our knowledgeable advice. It is through our high-quality service that we strive to go beyond the scope of your expectations, which helps build lifelong relationships.

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.