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

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Planning Strategies
  • Investment Management
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - FINRA
  • Series 63 - FINRA
  • Series 66 - FINRA
  • Series 24 - FINRA
  • Insurance License for Life, Annuity & Health

Education

  • Albany State University | BA | 1983

Interests

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

Community participation

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

Professional associations

  • Women's Advisor Network of Greater Boston