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

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Women's Financial Strategies
  • Family Finances
  • Tax Planning Strategies
  • Social Security Retirement Benefits


  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™


  • Bachelor of Science, Marketing and Management, Siena College, Loudonville, NY

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2023, 2024
  • Five Star Wealth Manager, 2024
  • Ameriprise Client Experience Award, 2020, 2021, 2023
  • Ameriprise Circle of Success, 2020, 2022, 2023

Community participation

  • Team Organizer, GIGL (Girl's Independent Golf League)


  • I enjoy spending my free time with my family and friends.
  • My husband, Peter, retired from a career in management and banking, and now serves as the team's Operations Manager.
  • We have two cats, Arthur and Lucy, and live in Fairhaven.
  • I started playing golf a child, competing in junior, collegiate, and amateur events.
  • Peter and I enjoy golfing, skiing, hiking, and travelling together.
  • Most of our recent travel has been golf trips to visit and play some of the top public courses in the country.

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.