Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Awards & recognition

  • Goffstown Rotary Club's Rotarian of the Year, 2013, 2015, 2016

Previous experience

  • Financial Advisor, LPL Financial, Manchester NH, 2009-2019
  • Financial Advisor, Banc of America Investments, Manchester NH, 2006-2009
  • Investment Associate, Merrill Lynch PF&S, Manchester NH, 1986-2006

Community participation

In addition to the volunteer services I provide within my local community, my other volunteer activities include fundraising for the benefit of Granite YMCA & its affiliates, the NH Food Bank, American Cancer Society, Breast Cancer Awareness and Prevention Research, Quilts of Valor, and Granite State Dog Recovery.

Interests

I have been married to my husband Glenn for 37 years. Together we have raised 2 great children, acquired a wonderful daughter-in-law, and are proud grandparents of 3 beautiful grandchildren! We also look forward to gaining a terrific son-in-law, in 2022. Living on a small lake, we enjoy hosting get togethers with family & friends, and especially love quality time with our grandchildren. We enjoy boating and water sports during the summer months, and skiing and snowboarding during winter. When I’m not spending time with family, I enjoy various community activities through Rotary, Granite YMCA, Southern NH Services, and American Red Cross.