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

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Family Finances
  • Cash Flow Management Strategies
  • Insurance
  • Estate Planning Strategies
  • Charitable Giving
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • The University of New Hampshire, Bachelor of Science 2001

Interests

Laughing with my three amazing children; Kayla, Casey and Emma

Sharing that moment when my client begins to touch and live their Dream

Events at the Seacoast Science Center, Prescott Park, Strawberry Banke, Music Hall and the Music Hall Loft

Traveling to beautiful places and finding new adventures

Jogging along the coast at sunrise, snorkeling and paddle-boarding

Relaxing with multiple novels and getting lost in the art of photography

The Environment, Protecting Wildlife and Giving Back

Promoting Kindness and Life Balance

Community participation

Prescott Park & The Arts

City Year New Hampshire