My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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11
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 Strategies
  • 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
  • Rise Private Wealth Management, Ameriprise Client Experience Award, 2025

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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.