Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Women's Financial Strategies
  • Small Business
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®
  • CLTC® Certified Long Term Care®

Education

  • Simmons College, Boston, MBA, 2011
  • Allegheny College, Meadville, PA, BA, 1980

Interests

My husband and I have been volunteering in our community with the Christmas is for Kids gift drive since 1993. To relax, we love traveling and have visited Prague, London, Stratford Upon Avon, Wales, Rome, Florence, Vienna, Budapest, Paris and lots of beautiful small towns in between. Closer to home, we love Asheville, NC and the New England beaches. We go with friends into Providence for dinner on Federal Hill and shows at PPAC. When I have some time on my own, I read everything from the classics to contemporary fiction, pausing over the Brontes, Jane Austen and Ayn Rand. On a sunny day, you might find me in the garden of our 1720 home.

Community participation

  • Greater Attleboro Area Council for Children, Past President, Board of Directors
  • Christmas is for Kids, chairperson
  • Women at Work Museum, Founding Member, Board of Directors
  • United Regional Chamber of Commerce
  • Tri-Town Chamber of Commerce

Awards & recognition

  • Portia Planning and Wealth Management, Ameriprise Client Experience Award, 2020-2021
  • Five Star Wealth Manager, 2012-2022

Professional associations

  • United Regional Chamber of Commerce
  • Tri-Town Chamber of Commerce

Honored to receive recognition

I’m honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust clients like you and a team that’s dedicated to providing the best possible service

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.