Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Small Business
  • Domestic Partner Planning
  • Wealth Preservation Strategies
39
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

Education

  • Advanced Management Program, University of Minnesota, Carlson School of Business
  • Master of Education with a concentration in business, Bridgewater State College

Interests

  • Enjoy Cape Cod, Boston Red Sox, New England Patriots and golf

Community participation

  • Frequently sought after as a community and organization speaker on topics such as investment options, women and money, retirement and estate planning strategies.
  • Host of public television seminar series on investment strategies and financial planning.

Awards & recognition

  • Ameriprise Hall of Fame Award, 2012
  • Ameriprise Circle of Success, 2012
  • Five Star Wealth Manager, 2012-2015

Professional associations

  • Financial Planning Association
  • Society of Financial Planning Professionals