Advisor profile

My approach

Collaborate. Act. Achieve.SM

We collaborate with you to identify and articulate what’s important. Through our ongoing planning process, we provide direction to help align your actions with your goals. Together, we help you achieve the life you want to live.
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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


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


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

Awards & recognition

  • Ameriprise Client Experience Award, 2021-2022

Community participation

  • 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 also participated in the 6 hour Ride for a Reason in support of Vermont Special Olympics.


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.