Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Small Business
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Member, Financial Planning Association
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Northeastern Univeristy, Bachelor of Science in Education 1976

Interests

  • Avid Red Sox Fan, Running, Weight Training,
  • Motorcyling, Singer in a classic rock band
  • Enjoy traveling and experiencing other cultures

Community participation

Neponset Valley Chamber of Commerce, Norwood Public Access Board of Directors

Awards & recognition

  • Five Star Wealth Manager, 2014-2017
  • Ameriprise Diamond Ring Award , 2011
  • Ameriprise Circle of Success, 2001 - 2011