Advisor profile


My approach

I am committed to providing my clients with a roadmap aimed at achieving financial success, and to prepare them for any roadblocks that may jeopardize reaching their goals. I take a comprehensive look at a client’s current financial situation and make recommendations that can help increase the probability of financial success.

Areas of focus

  • Women's Financial Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Colgate University 1982 B.A. Geography
  • College For Financial Planning 1998

Interests

I’m truly blessed to have worked in this profession for over 35 years and have experienced the great value that advice can provide. It has become the oxygen that I breathe every day. To be there for people in good and difficult times has developed into a lifetime of meaningful relationships.

I enjoy spending time with my family and friends and enjoy our two dachshunds and the laughter they bring to our lives. I enjoy golf and all the friendships it brings.

Community participation

St. George's Annual Charity Golf Classic 2010-2019, Sturgis Public Charter School Board of Trustees 2004-2007, Bourne Pop Warner 1997-1998, Sturgis Public Charter School Parent Association President 2006, Friends of Bourne Council on Aging and Food Pantry 2015-2018

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020
  • Five Star Wealth Manager, 2019-2021
  • Ameriprise Circle of Success, 2003-2020

Honored to receive industry recognition

I’m honored to announce I’ve received a 2021 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professionals for the recognition.