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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Intergenerational Planning
  • Charitable Giving
  • Wealth Preservation Strategies
  • Investment Management
  • Business Retirement Plans
  • Tax Planning Strategies
17
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
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Connecticut - Bachelor Degree of Science, Ag Economics

Interests

Hiking, Camping, Fishing, Boating

Awards & recognition

  • Financial Times 400 Top Financial Advisers, 2020
  • Ameriprise Circle of Success, 2006, 2008 - 2019
  • Five Star Wealth Manager, 2012 - 2014, 2019