Advisor profile


My approach

Getting to know my clients personally is paramount in my practice and the best part of my job, because every person’s goals and dreams are as unique as that individual. Through 1-on-1 coaching, regularly scheduled meetings, and ongoing asset management, I believe I can help clients track their goals and help transform financial complexity into simplicity.

Our unique ability is what we do best and most love doing. Put another way, it’s our passion – what we care about most. I believe my unique ability is creating value for my clients by providing them with financial leadership and direction to help eliminate financial dangers and focusing on opportunities. My team and I have been tasked with a with a sole focus – to create a unique, memorable and personal experience for our clients and to create value by being remarkably helpful, resourceful and effective.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Income Strategies
14
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Boston University School of Management, BSBA

Interests

I enjoy spending my time off playing with my kids, Alex and Maddy, and being active outdoors with my husband Jon. In the summer, we love to go hiking with our dog and spend time with the family at the Rockport beach house. I also enjoy racing sailboats out of Marblehead. In the winter, I enjoy skiing with my family and friends.

Community participation

Member of Winchester Chamber of Commerce

Member of Stoneham Chamber of Commerce

Awards & recognition

  • Five Star Wealth Manager, 2013-2015, 2020-2021

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.