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
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Insurance
  • Saving for Education
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLTC® Certified Long Term Care®

Education

  • Master of Public Administration and Management University of Albany, Albany NY
  • Bachelor of Arts University of Albany, Albany, NY

Interests

I’m the proud mother of two daughters, Katie and Jessica. We live in Henniker with our cat, Cuddles and our dog Bella. My daughters and I are training together in the Korean martial art of Tae Kwon Do. I’m currently a first degree black belt and my daughters are third degree black belts. When we are not training we enjoy boating, kayaking, traveling, gardening, and exploring our local trails.

Community participation

  • I believe strongly in giving back to my community. Some of the ways that I do this are by being a:
  • Member of the Henniker Chamber of Commerce
  • Member of the Kearsarge Chamber of Commerce
  • Supporter of the Concord-Merrimack SPCA
  • Supporter of the Henniker Food Pantry
  • Supporter of St. Andrews Episcopal Church

Awards & recognition

  • FIVE STAR Wealth Manager, received award, 2012-2021, TEN

Professional associations

  • Financial Planning Association

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.