Advisor profile

What you can expect when you work with me

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.

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

Areas of focus

  • Intergenerational Planning
  • Charitable Giving
  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Estate Planning Strategies
  • Sustainable and Responsible Investing


  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Awards & recognition

  • Ameriprise Atlantic Region Elite Advisor Award, 2016

Previous experience

  • M.J. Whitman LLC, 1986- 2015

Community participation

Sponsor the Avon Breast Cancer Foundation

Sponsor Homeless Solutions


In my free time, I enjoy giving back and volunteering. My family and I have volunteered for years at our local library fair, the food bank and with various organizations in our community. I have walked 60 miles and raised funds for the Avon Breast Cancer foundation and I have participated for several years in the annual Homeless Solutions Women's Day.

I also enjoy traveling and getting to experience new cultures. Individually and with family and friends I have visited several countries and experienced many cultures. I am always so excited to hear about the travels of my clients and the experiences they have shared.