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 Plan Distribution
  • Investment Management
  • Retirement Income Strategies
  • Women's Financial Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®

Education

  • BA Paralegal Studies, Notre Dame College, NH, 1982

Interests

Sings with Souhegan Valley Chorus.

Hiking in the NH forests.

Loves to travel to experience our world and see how others live!

Spends time with husband and family!

Boating, pontoon and canoe on Baboosic Lake, Merrimack, NH

Community participation

HorseHill Nature Preserve, sub committee secretary.

Baboosic Lake Association, board member.

Four Seasons Property Owners Association, President.