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

  • Investments
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Insurance
  • Tax Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Estate Planning Strategies
25
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℠

Education

  • Northeastern University, MBA Masters of Business Administration, 1985
  • George Washington University, BA Public Affairs and Economics, 1980

Interests

  • Spending Time with my Daughter, Family and Friends
  • Skiing, Gardening, Golfing, Hiking and Wine Tasting

Professional associations

  • Boston Center for Adult Education
  • Arlington Chamber of Commerce
  • Arlington Entrepeneurs

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.