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

Areas of focus

  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Women's Financial 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
  • Life, Accident & Health license
  • Series 66 License: Uniform Combined State Law
  • Series 7 License: General Securities Representative

Education

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

Interests

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

Community participation

Sponsor of the Friends of Taunton Animal Shelter

Volunteer- Taunton Area Community Table

Friends Academy Board of Trustees and Treasurer

Taunton Area Chamber of Commerce Board Member

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2022
  • Forbes Best-in-State Women Wealth Advisors, 2022
  • Forbes Top Women Wealth Advisors, 2020 & 2021
  • Working Mother Top Wealth Advisor Moms, 2021

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2022 Forbes Best-in-State Women Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the exceptional service you provide to all of our clients.

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.