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

  • Investment Management
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Family Finances
  • Retirement Planning Strategies
  • Intergenerational Planning


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License: General Securities Representative
  • Series 66 License: Uniform Combined State Law
  • Life, Accident & Health Insurance Producers License


  • Providence College - BS in Finance, Minor in Spanish

Community participation

- Local Races (Boston Triathlon, Pilgrimman Triathlon, Escape the Cape)
- Challenged Athletes Foundation
- Boston Business Women -


- Spending time in Ocean City, NJ
- Skiing & Racing Triathlons
- Travelling and exploring new cities