My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

I wish Field Hockey was a profession! Unfortunately, it's not. But it is definitely my passion. I still play as often as I'm able (though my body has begun to betray me), and I love to coach!

21
Years of Experience ?

Areas of Focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

  • Bentley College '97 BS Finance

My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.