Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 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, 2021
  • 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.