Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Divorce Financial Planning
  • Small Business
  • Employee Stock Options
  • Saving for Education
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • APMA® Accredited Portfolio Management Advisor℠
  • CDFA® Certified Divorce Financial Analyst®


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


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

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.