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

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Intergenerational Planning
  • Insurance
  • Women's Financial Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC Chartered Retirement Planning Counselor
  • CMFC® Chartered Mutual Fund Counselor℠

Community participation

Member of Glastonbury Chamber of Commerce

Foodshare Sponsor, http://site.foodshare.org/site/PageServer?pagename=index

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2017, 2019

Professional associations

  • Society of Financial Services Professionals