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

  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Wealth Preservation Strategies
29
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

  • University of Massachusetts at Amherst, Bachelor of Science 1988

Interests

I have been married to my husband Brian (who is also known as "Bud") for 16 years. We were married on Cape Cod and spend as much time there as possible. We have a very entertaining cat named Whitey. We play as much golf as we can, both locally and on vacation. We especially love golfing in the Scottsdale/Carefree, AZ area. I am a member of the ladies golf league and am co-captain of our interclub league. I always have a stack of good books to read that I replenish regularly from my local library. I also enjoy cooking, wine, travel, gardening and relaxing with family and friends.