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

  • Family Finances
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Investments
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Small Business
  • Retirement Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • 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

Interests

  • I am an avid downhill and cross country skier.
  • I enjoy running and competing in half marathons. Most recently, I ran the Bridges half marathon on June 2nd, 2019.
  • 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.

Community participation

Museum of Science, Board of Museum Advisors & Innovator Young Leadership Committee chair - Their mission is to play a leading role in transforming the nation's relationship with science and technology.

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.

Awards & recognition

  • Five Star Wealth Manager, 2015, 2017, 2018, 2019, 2020, 2021, 2022

Professional associations

  • National Association of Divorce Professionals

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.