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
28
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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

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

Professional associations

  • Berkshire County Estate Planning Council

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.