Advisor profile


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26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Women's Financial Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bryant University - Bachelor of Science in Business Administration

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2019

Community participation

I support the following local charities:

  • Operation Stand Down Rhode Island
  • Gloria Gemma Breast Cancer Resource Foundation
  • Rhode Island Mentoring Partnership
  • SCORE - Rhode Island

Interests

I enjoy cooking, baking, and cheering on my favorite sports teams. As the mother of four boys, I enjoy spending time with my family and I love traveling up and down the East Coast with them. During the summer, I can be found on the beach and staying active!

In my spare time, I volunteer my services to help children and seniors in my community. In addition, I’m passionate about recognizing those who have served our country and especially our female veterans.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.