Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Charitable Giving
  • Investment Management
  • Family Finances
  • Insurance
  • Cash Flow Management Strategies
  • Estate Planning Strategies
16
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Arizona, Master of Pubic Health, 2001
  • University of Maryland, Bachelor of Science, 1999
  • Notre Dame Academy, Hingham, MA, Class of 1994

Interests

- I met my husband Tim at Ameriprise when we began our careers in financial planning. We have been blessed with three wonderful daughters: Amelia, Paige & Brenna.

- We enjoy spending time with family and friends. In the summer we love getting away to Little Compton, RI, a small town Tim's family has been going to since 1959!

- I have completed the Boston Marathon twice, raising money for charity: 2006 Liver Foundation & 2007 MA/NH Alzheimer's Association.

- I am a Boston sports fan, especially the Red Sox. I had the privilege of working for the team from 2002-2006 as a Fenway Park tour guide and am the recipient of a 2004 World Series ring.

Community participation

MESA (Mansfield Elementary School Association) volunteer, 2016-2018

Awards & recognition

  • Ameriprise Circle of Success, 2006, 2007

Previous experience

  • Senior Financial Consultant, TD Ameritrade, 2010-2018
  • Ameriprise Financial, 2005-2010