Advisor profile


What you can expect when you work with me

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.

Get started
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Planning Strategies
  • Investment Management

Qualifications

  • Series 7 - FINRA
  • Series 63 - FINRA
  • Series 66 - FINRA
  • Series 24 - FINRA
  • Insurance License for Life, Annuity & Health

Education

  • Albany State University | BA | 1983

Awards & recognition

  • SK Wealth Services, Ameriprise Client Experience Award, 2023

Professional associations

  • Women's Advisor Network of Greater Boston

Community participation

  • Hanover Green Bag Program- Donations for food pantry.
  • Therapeutic Horse Riding Program Volunteer
  • Therapy work with my Dogs

Interests

  • Dressage "Dancing" with my horse.
  • Dogs- English Cocker Spaniel breeding, training and showing.
  • Yoga - Physical and Spiritual Benefits
  • Reading