Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
37
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 -2020
  • Ameriprise Circle of Success, 2006-2020
  • Forbes Top Women Wealth Advisors, 2020-2021
  • Forbes Best-in-State Wealth Advisors, 2021
  • Ameriprise Client Experience Award, 2020

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.