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
  • Investment Management
1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor's of Business Administration, Bryant University, 2020

Interests

Spending time with my family
Quality time with my dog, Milo
Going to Bruins and Red Sox games

Community participation

I volunteer each year at the Boys and Girls club making Thanksgiving baskets with the team

Women helping Women

I love the diversity represented in my group of clients. It is so fulfilling to serve and understand people from all walks of life. That being said, it is truly an honor to be able to help other women through marriage, divorce, retirement, estate planning and other important stages of life. I bring my experience as a woman to my work in financial advising. I look forward to seeing how we can work together.