Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
20
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
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

  • Connecticut College '92-'96; BA Psychology

Community participation

I am a volunteer coach with East Longmeadow rec department and with Pioneer Valley Junior Soccer League.

I volunteer at Foodshare in Bloomfied, CT in support of that organization's remarkable efforts to end hunger in the greater Hartford area.

For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation

Interests

Outdoor time with the family is a priority. Coaching and cheering on the soccer and baseball fields in our hometown of East Longmeadow; sailing, swimming and fishing in W. Falmouth, Cape Cod; hiking along the Laughing Brook in Hampden; these are some of our favorites.

I play a little guitar and whenever a campfire presents itself I might be heard trying to recreate an Avett Brothers or Ray Lamontagne song.

Cooking is another passion. Simple, fresh meals are my favorites. Tomatoes and cukes from the garden with some fresh fish, maybe some fresh pesto (basil from the garden) on a little pasta....not fancy, just fresh and delicious!