Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Sustainable and Responsible Investing
  • Investment Management
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Insurance
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Domestic Partner Planning
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
24
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℠
  • CLTC® Certified Long Term Care®
  • RFC®Registered Financial Consultant

Education

  • CFP®, College for Financial Planning
  • CRPC®, College for Financial Planning
  • CSS, Harvard University, 1997
  • BS, Boston University, 1983, Magna Cum Laude

Interests

  • I enjoy travelling and want to see all parts of the world
  • I am an amateur photographer
  • I like to cook and enjoy experimenting with new foods
  • I'm a huge music fan and love going to live concerts

Community participation

  • I am pleased to support Hope House in Boston
  • I am pleased to support Victory Programs in Boston
  • I am pleased to support the National Parks Conservation Association
  • I am pleased to support the Nature Conservancy
  • I am pleased to support the Sierra Club

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2021
  • Ameriprise Circle of Success, 2014, 2017, 2018, 2019, 2020
  • Premier Protection Award, RiverSource Life Insurance Company, 2013

Professional associations

  • International Association Registered Financial Consultants

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.