Advisor profile

Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies


  • Life, Accident & Health license
  • Series 66 License: Uniform Combined State Law
  • Series 7 License: General Securities Representative


  • BA, Sociology, University of Massachusetts, Dartmouth, 1998
  • MS, Labor Relations and Human Resources, University of Rhode Island, 2003

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2022-2023
  • Forbes Best-in-State Wealth Advisors, 2022-2023
  • Forbes Top Women Wealth Advisors, 2020-2023
  • Working Mother Top Wealth Advisor Moms, 2021
  • Skyeburst Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • Skyeburst Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021, 2023

Community participation

Friends of Taunton Animal Shelter

Volunteer- Taunton Area Community Table

Friends Academy Board of Trustees and Treasurer

Taunton Area Chamber of Commerce Board Member

Newton Food Pantry


  • Travel
  • Animal lover- We have a French Bulldog named Hank
  • Classic Car enthusiast
  • Avid New England Sports fan

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.