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

  • Family Finances
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Investment Management
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 66

Education

  • BS Business Administration - Economics, University Of Southern Maine, 2002

Interests

  • I enjoy spending as much time as I can with my family - my husband, Matt and our daughters, Sophie, Avery & Lorelai.
  • Our daughters are very active and participate in many sports: * ski racing * ice hockey * soccer * golf
  • We try to travel to new places as often as we can and some of our favorites have been Iceland, Ireland, Arizona and of course Disney!
  • We also enjoy hiking, golfing, skiing and boating together as a family and try to include as many of our friends & family in those activities as well.

Community participation

I am on the Education Impact Council of The United Way of Androscoggin County.

Previous experience

  • Registered Client Associate - Northeast Retirement Solutions - Auburn ME, 2017-current
  • VP/Retail Lending Manager - Mechanics Savings Bank - Auburn ME, 2010-2017