Advisor profile


What you can expect when you work with me

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.

Get started
21
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

  • Five Star Wealth Manager, 2024
  • Skyeburst Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021, 2023
  • Skyeburst Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • Skyeburst Wealth Management, Forbes Top Wealth Management Teams: High Net Worth, 2023

Community participation

-Campaign committee member Old Colony YMCA

-Newton Food Bank Supporter

-Project Linus (donating blankets for children in need)

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