Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Women's Financial Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts from the University of Maine at Farmington

Interests

My husband and I have two children. Our oldest is in his final year of playing Junior Hockey with the hopes of playing at college while earning a degree. My youngest is a senior at Kents Hill, & trying to figure out with the rest of his life, college, a gap year, or junior hockey as well. My husband moved his independent pharmacy to the former Knights of Columbus Hall here in town & he is loving the new space. As for me I'm trying to figure out what to do with my free time. I enjoy getting together with friends and family, working on fitting exercise in more frequently and enjoying the outdoors when it's not too cold out.

Community participation

Ameriprise along with Spruce Mountain Pharmacy and The Knapp Family Practice have sponsored a free dinner at the Knights of Columbus Hall here in Jay. The money raised from these dinners goes to help the community.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.