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
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Insurance
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Chartered Retirement Planning Counselor SM
  • Bachelor of Science Degree


  • Bachelors Degree, 1986, University of Massachusetts, Amherst, MA
  • Associates Degree, 1983, Mount Wachusett Community College, Gardner, MA


I enjoy hiking , kayaking, cross country skiing, theater, photography, the arts and spending time with friends and family.

Community participation

  • Rebuilding Together
  • FoodShare
  • Tri Town Food Pantry

Awards & recognition

  • Five Star Wealth Manager, 2012-2019
  • Ameriprise Circle of Success, 2009-2011

Professional associations

  • Financial Planning Association