Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Retirement Income Strategies

Interests

I spend majority of my free time spending time with my kids Jaxon (17 years old) and Georgia (13 Years old).During Spring & Summer weekends you can find us at the beach, boating and fishing or attending lacrosse games. We love going to New England Patriots games and have picked a different stadium to visit each year for away games.

In the winter you will find us almost every weekend in Vermont to ski and snowboard.

I play golf occasionally and keep a handicap not worth mentioning!