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

  • Investments
  • Women's Financial Strategies
  • Divorce Financial Planning
  • Retirement Income Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Certified Financial Planner CFP
  • Chartered Financial Consultant ChFC
  • CDFA®; Certified Divorce Financial Analyst®
  • Series 7 License
  • Series 63 License
  • Life, Accident & Health Insurance License


  • Hobart College, B.A Economics, 1988
  • College For Financial Planning, CFP designation, 1996
  • The American College, ChFC designation, 1998
  • Institute for Divorce Financial Analysts, CDFA™ designation, 2011


  • I enjoy traveling overseas, particularly to Italy. My favorite place to visit is Cinque Terra.
  • I have been a Jazz music fanatic my entire life. My sister is an accomplished song writer/musician/singer. She has recorded several Jazz CDs.
  • I like reading, especially auto/biographies. My favorite book is a biography about Charles Lindbergh.
  • I enjoy physical fitness, hiking and walking.
  • I enjoy running in local races of varying length to support local charities. In 2012, I formed an informal walking/running club with clients and friends.

Community participation

In 2016, we participated in our fifth annual National Day of Service in support of our local Catholic Charities of Broome County Thanksgiving food drive. We sorted and repackaged food for families in the area in need of meals for their Thanksgiving holiday.

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.