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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Divorce Financial Planning
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Small Business
  • Saving for Education
  • Retirement Income Strategies
  • Charitable Giving
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

Qualifications

  • AWMA℠ Accredited Wealth Management Advisor™

Education

  • University of MA, Amherst. BA in Economics. 1988

Awards & recognition

  • Ameriprise Client Experience Award, 2022

Previous experience

  • Janney Montgomery Scott, LLC; Financial Advisor, 17 years

Community participation

I am active in the Plymouth Area Coalition for the Homeless and proudly serves as a Board Member, starting the annual comedy show fundraiser for the shelter.

Interests

My family is a top priority for me and when I am not working, I love to spend time with my kids and husband. I have built a passion for sailing, and spending time on the open water.