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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
  • Divorce Financial Planning
18
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

  • Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager, 2015
  • FIVE STAR Wealth Manager, 2018
  • FIVE STAR Wealth Manager, 2019
  • FIVE STAR Wealth Manager, 2020

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.