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
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Insurance
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Investment Management
  • Retirement Plan Distribution
  • Investments
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7TO - General Securities Representative Examination
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 66 - Uniform Combined State Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • BA Business Management Honors, University of The West of England, Hartpury Campus, England
  • High School Diploma, Worcester Academy, Worcester, MA

Awards & recognition

  • Ameriprise Client Experience Award, 2023