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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • ChFC® Chartered Financial Consultant®

Community participation

Maine Christmas Tree Association Treasurer

Master Gardener Volunteer Development Board Chair

Interests

* Family - I enjoy spending time with my husband Dave and my two beautiful daughters Jessica & Brittany

* Hiking/Backpacking - I absolutely love Baxter State Park with hopes to hike the Appalachian Trail in sections

* Gardening - I have recently become a Master Gardener Volunteer Trainee through the Cooperative Extension

* Christmas Trees - We currently own a small Choose & Cut Christmas Tree Farm in Durham

* Running - I have completed three 1/2 marathons thus far