Advisor profile


What you can expect when you work with me

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.

Get started
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investment Management
  • Insurance
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Saving for Education

Education

  • Castle Junior College, Windham, NH, Associates Degree

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022
  • Ameriprise Client Experience Award, 2020

Previous experience

  • Branch Office Administrator, Edward Jones, 4 years experience
  • Senior Registered Client Service Associate, UBS Financial Services, Inc., 25 years experience

Community participation

Ladies Auxiliary, Post 315, Dracut, MA

Merrimack Valley Food Bank, Lowell, MA