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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Insurance
  • Cash Flow Management Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Massachusetts Boston
  • Bachelors Degree, Business and Finance

Awards & recognition

  • Skyeburst Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021

Community participation

Campaign committee member Old Colony YMCA

Interests

  • I spend most of my free time with my husband and two children, Alanna and Trey
  • My true passion is in the snow, big mountains and family ski trips
  • Supporter of the American Liver Foundation