Advisor profile

Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Saving for Education
  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies


  • CLU® Chartered Life Underwriter®


  • Pennsylvania State University, B.S. 1986
  • Boston College, M.B.A. with a concentration in Finance, 1994

Professional associations

  • Berkshire County Estate Planning Council


  • Of greatest interest to me is being with my children Dylan, Erin and Megan and my husband, Mark.  We enjoy travelling with our children to different parts of the country or simply exploring in our own backyard - the beautiful Berkshires.
  • I have recently begun working with a personal trainer to improve my overall fitness and strength.  At the same time I have begun to take golf lessons in hopes that our family can enjoy this sport together.
  • I am actively involved in the schools that my children attend whether it being serving on a board, fundraising or assisting in the classroom with special events.