Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • Financial Advisor
  • Bachelor of Arts Degree
  • Master of Science Degree

Education

  • Bachelor of Arts, Economics (University of Connecticut)
  • MSFS Master of Science in Financial Services (American College)

Interests

  • I love gardening and weaving in my spare time.
  • I feel it is important to give back. In the last 10 years, I have walked in the Komen 3-Day for the Cure which is a 60 mile walk in 3 days. It is a wonderful experience and a great cause.
  • I love to spend time with my family at the UCONN basketball games and at our vacation home in Vermont.

Community participation

Susan Komen - 3 Day Walk for the Cure

National Day of Service

Hockanum Valley Food Pantry

American Association of University Woman

CCD Teacher at St. Isidore and Maria

Awards & recognition

  • Five Star Wealth Manager, 2012 to 2019
  • Ameriprise Circle of Success, 2006-2019
  • Forbes Top Women Wealth Advisors, 2020