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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
  • Divorce Financial Planning
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • BS Bachelor of Science, Ohio University, Athens, Ohio

Interests

  • My husband, Randy, is the biggest blessing in my life .
  • We enjoy spending time entertaining friends and family at our home in Central Massachusetts. Guests are often greeted by our pet cat, Spanky, and English Springer Spaniel, Callie.
  • I enjoy the beautiful New England outdoors hiking and golfing.
  • I am a member of Blackstone National Women’s Golf League.
  • I enjoy working out at the gym and to relax, I play the piano and garden.
  • I spend time taking care of my flower garden.

Community participation

  • United Way Women's Initiative Membership Committee
  • Speaker for the Massachusetts High School Financial Planning Program
  • Central Massachusetts Agency on Aging - Treasurer, 2012 to 2017
  • Friends of the Worcester Senior Center- Treasurer, 2009 to 2012

Awards & recognition

  • Five Star Wealth Manager, 2015
  • FIVE STAR Wealth Manager, 2018
  • FIVE STAR Wealth Manager, 2019
  • FIVE STAR Wealth Manager, 2020