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

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


  • RICP® Retirement Income Certified Professional®
  • CRPC® Chartered Retirement Planning Counselor℠


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


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

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.