Advisor profile


What you can expect when you work with me

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.

Get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Divorce Financial Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CDFA® Certified Divorce Financial Analyst
  • Series 7 General Security Representative Exam
  • Series 66 Uniform Combined State Law Exam
  • Life, Accident and Health Insurance Licensed

Education

  • Bachelor of Arts, Economics & Music from College of the Holy Cross Worcester, MA

Awards & recognition

  • Five Star Wealth Manager, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
  • Pilothouse Wealth Planning, Forbes Best-in-State Wealth Management Teams, 2024
  • Ameriprise Client Experience Award, 2022-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

Museum of Science, Board of Museum Advisors Chair - Their mission is to inspire a lifelong love of science in everyone.

Friends of the Medford Public Library - They are dedicated to providing funds for library projects, promoting the library's services and assisting in maintain a welcoming and patron-friendly environment.

Medford Public Library Foundation, Board Member.

Wright-Locke Farm - Their mission is to build broad community and seek to model sustainable practices through active learning, organic agriculture and stewardships and an appreciation of their historic New England farm.

Interests

  • I am an avid downhill skier with a condo in Killington, VT and cross-country skier in the Middlesex Fells.
  • I enjoy running and competing in half marathons. Most recently, I ran the Cambridge Half Marathon on November 5th, 2023.
  • I am fluent in Japanese.
  • I enjoy volunteering, playing the piano and traveling abroad
  • Married, Andrew. Three Sons, Jack, Henry, Gene, and a daughter, Lily. Cat: Adrian & Turtle: Crush.

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.