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
  • Investments
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Wealth Preservation Strategies
31
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.

Awards & recognition

  • Ultimate Digital Excellence Award, 2021

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.