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
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies

Education

  • Plymouth State University, BA Business Administration

Professional associations

  • Women's Advisor Network of Greater Boston

Community participation

  • National Multiple Sclerosis Society
  • Plymouth State University Alumni Association
  • MS Community Foundation
  • YWCA of New Hampshire
  • Women Advisors Network of Greater Boston
  • Delta Zeta National Sorority

Interests

  • I enjoy spending time with my family.
  • Volunteer at the YWCA of NH
  • National Multiple Sclerosis Society
  • Plymouth State University .
  • Member of Delta Zeta National Sorority
  • Any of my children's sporting events
  • Theatre of all kinds ( especially anything my daughter participates in)
  • Volunteering and Fundraising

My photos

5 albums
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