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.

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10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Insurance
  • Wealth Preservation Strategies

Education

  • B.S. Business Administration; Concentration in Finance from Whittemore School of Business & Economics, 2010

Awards & recognition

  • Rise Private Wealth Management, Barron’s Top 250 Private Wealth Management Teams, 2024,2025
  • Rise Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2025

Community participation

Rise Private Wealth Management - Community participation photo

I’m actively involved with Gather, a local food pantry serving the Seacoast community. Through volunteering, I help support food distribution efforts and contribute to programs that address food insecurity for families and individuals in need. It’s a meaningful way to stay connected to our community and give back in a hands-on way.

Interests

Outside of work, I prioritize spending time with my kids and love watching them thrive in gymnastics, soccer, and softball. Staying active is important to me—I enjoy running, going to the gym, and spending time outdoors at the beach or camping. I also have a passion for travel.