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

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Licensed - FINRA General Securities Representative
  • Series 63 and 65 License - FINRA Investment Advisory Agent
  • Life, Accident and Health Insurance Licensed

Education

  • University of North Carolina at Chapel Hill; BA in International Studies and BA in Romance Languages

Interests

I am originally from Marblehead, MA, where I grew up sailing, swimming, playing tennis, and skiing.

I attended the University of North Carolina at Chapel Hill, wanting to experience the southern way of life, and got a taste for college basketball. Go Heels!

I started my career in New York City, and it was amazing, but after 7 years decided to move back to my home town. I am often asked what I miss about NYC: the friends I made, and the restaurants!

During the summer you'll find me on the porch at the Corinthian Yacht Club, or working on my newly minted golf game on the weekends.

Community participation

Member of the Marblehead Chamber of Commerce

Junior League of Boston

Catholic Charities