Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Family Finances
  • Women's Financial Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®

Education

  • BA English, minor in Business, The King's College in Briarcliff Manor, NY 1991

Interests

When I am not in the office, I am taking care of all of life's curve balls with my gregarious son who is now almost 19 years old.

Going to the beach or near any water, cooking, reading, listening to music, practicing yoga, working in the yard and hosting brunches with my friends are some of my favorite past times. I also enjoy visiting my family in Maine...there is nothing better to me then being able to spend time with the people I love.

My two energetic dogs Roxie and Bear (Sheba Inu's) enjoy taking me for a walk everyday.