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.

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!

23
Years of Experience ?

Areas of Focus

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

Education

  • Bentley College '97 BS Finance

My Videos(2 videos)