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

  • 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
18
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

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

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

Community participation

Campaign committee member Old Colony YMCA