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
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business
  • Retirement Income Strategies
23
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℠
  • CLTC® Certified Long Term Care®

Interests

  • Boating
  • Fitness Training
  • Racquetball
  • Golf
  • Reading Non-Fiction
  • Avid Boston Red Sox fan
  • Traveling
  • Charitable Giving and Philanthropy

Community participation

  • Marlboro Youth Baseball
  • Marlboro Regional Chamber of Commerce
  • Fitchburg State University Foundation
  • Nashoba Valley Regional Soccer League
  • Leukemia & Lymphoma Society
  • Assabet Valley Mastersingers
  • Marlborough Community Cupboard
  • Fisher House Foundation
  • Wounded Warrior Project
  • Susan G. Komen for the Cure

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Awards & recognition

  • Ameriprise Circle of Success, 2008-2015
  • Ameriprise Mercury Award, 1998

Professional associations

  • Marlborough Regional Chamber of Commerce