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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Charitable Giving
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Saving for Education
22
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
  • RICP® Retirement Income Certified Professional®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Delaware, B.A. Economics 1984, Newark, DE

Interests

I was a kid who was always fascinated with money - saving it, making it, growing it! Financial Planning combined my desire to help people attain their goals along with my interest in finance. As a Certified Financial Planner (CFP®) I help people purchase a home or business, save for their children’s education, prepare for life’s unexpected turns and save for their retirement.

My children, Zach and Caroline, thankfully, have graduated college! I am happily married to my husband Jules for 27 years. Outside of the office, I am likely playing tennis, reading, relaxing with my family and our dog Leo (a bichon), or visiting with friends.

Community participation

Connecticut Food Bank

Person-to-Person Charitable Organization

Professional associations

  • Member- Financial Planning Association