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
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Saving for Education
  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies
27
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
  • CLU® Chartered Life Underwriter®

Education

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

Interests

  • 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.

Professional associations

  • Berkshire County Estate Planning Council