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

  • Cash Flow Management Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Saving for Education
  • Estate Planning Strategies
18
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
  • CERTIFIED FINANCIAL PLANNER practitioner (CFP®)
  • Chartered Retirement Planning Counselor (CRPC®)

Education

  • Tufts University, Medford, MA - BA, Spanish

Interests

  • Coaching soccer and softball for children - Tommy, Mae, Annaleigh & Toby
  • Cuddling my two rescue dogs, Sophie & Pow Pow
  • Running - Philadelphia Marathon 2009, Half Marathons 2011-2019
  • Skiing at Stowe, Telluride, or just about anywhere!
  • Renovating real estate
  • Parishioner at St Michael's Episcopalian Church
  • Spending summers in Marion, MA with my family

Community participation

  • Big Sister/Junior Achievement/Everybody Wins! Power Lunch Mentor
  • Greater Boston Food Bank, 2017 - present
  • Cradles to Crayons, 2019 - present

Awards & recognition

  • Five Star Wealth Manager, 2014, 2016, 2020-2022
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Working Mother Top Wealth Advisor Moms, 2019-2021

Professional associations

  • The College for Financial Planning

Honored to be recognized in Working Mother

I’m excited to share that I’ve been named to the Working Mother Top Wealth Advisor Moms list for 2021. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals. Thank you to my clients for trusting me with your financial futures. And thank you to my remarkable team – your dedication inspires me each and every day.

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.