Advisor profile


What you can expect when you work with me

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.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AWMA℠ Accredited Wealth Management Advisor™
  • BFA™ Behavioral Financial Advisor
  • Series 7
  • Series 66
  • Series 24
  • Vermont Life, Accident, & Health

Education

  • B.S. in Business Administration, Trinity College of Vermont, 1994, Cum Laude

Awards & recognition

  • Ameriprise Client Experience Award, 2021-2023

Community participation

Gleaning blueberries with Community Harvest of Central Vermont.
Gleaning blueberries with Community Harvest of Central Vermont.
  • Board of Directors, Community Harvest of Central Vermont. Past Secretary.
  • I am a proud past participant in The Prouty, Harpoon Point to Point and Kelly Brush Century Rides, raising money for cancer research at Norris Cotton Cancer Center at DHMC, the Vermont Foodbank and adaptive sports equipment for skiers and riders.
  • I rode the 6-hour Ride for a Reason in support of Vermont Special Olympics.
  • Gleaning with Community Harvest of Central Vermont

Interests

The things I value most are my family and living in Vermont.

I am an avid gardener, cyclist, and Nordic skier.

I value food and farms in Vermont and support local agriculture.