MBA, CFP®, BFA™, CIMA®
Private Wealth Advisor
Stepping Stone Wealth
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Planning Strategies
- Retirement Income Strategies
- Tax Planning Strategies
- Executive Compensation and Benefit Strategies
- Domestic Partner Planning
- Estate Planning Strategies
- Small Business
- I love spending time with my wife Dana and our children: Kelsey, Devon, Meg and Nicky.
- I visit Cape Cod every summer and love walking through the tide pools.
- I enjoy photography, golf and reading.
Awards & recognition
- Forbes Best-in-State Wealth Advisors, 2019-2022
- Forbes Best-in-State Women Wealth Advisors, 2022
- Forbes Top Women Wealth Advisors, 2020-2021
- Working Mother Top Wealth Advisor Moms, 2017 - 2021
- Ameriprise Circle of Success, 2007-2020, 2022
- Stepping Stone Wealth, Ameriprise Client Experience Award, 2021
- Five Star Wealth Manager, 2012-2014, 2016 - 2019
- Ameriprise Diamond Ring Club, 2017
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CIMA® Certified Investment Management Analyst®
BFA™ Behavioral Financial Advisor™
- Mount Holyoke College, Bachelors of Arts, Economics, 1990
- University of Hartford, Masters of Business Administration, 1995
- Aetna, Actuarial consultant, 1990-1996