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

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Divorce Financial Planning
  • Small Business
  • Employee Stock Options
  • Saving for Education
35
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℠
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • A.B., 1982, Government, Smith College, Northampton, MA

Interests

I have lived in the Boston area for most of my life with the exception of 5 years spent working in New York City.  I enjoy travel, spending time with friends and family, tennis, music and fine art.

Community participation

I donate time and energy outside of the office to The Haven Project, a growing non-profit organization assisting the needs of homeless young adults on the north shore. The mission of the Haven Project is to EQUIP and EMPOWER a growing population of unaccompanied and at-risk young adults ages 17-24 in the city of Lynn and surrounding communities with the skills and support they need to achieve their life's purpose.

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014

Previous experience

  • Senior Vice President, Investments and Insurance, Bank of America (Fleet Bank), Jersey City, NJ, 1992-1996
  • Director of Sales, Graphique de France, Boston, MA, 1991-1992
  • Marketing Manager, Fidelity Investments, Boston, MA, 1985-1991