Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Investments
  • Family Finances
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Massachusetts, Amherst Bachelor of Science (B.S.) Biology, General

Interests

I enjoy spending time with my partner, John and three children, Caroline (10), Nicholas (8), Ryker (8), our cat, G, and hamster, Tiny. I love to cook, travel, exercise and learn new things.

Community participation

I'm a co-troop leader to 10 Junior Girl Scouts. We work to teach our troop of fourth graders about friendship, leadership and giving back to their community. This year they are working on staying connected as a group through online group activities such as yoga, cooking and learning how to be safe when home alone.

Previous experience

  • Ameriprise Financial, Financial Advisor, 2004-2007
  • Curtin and Associates, Paraplanner, 2007-2015
  • Curtin and Associates, Associate Financial Advisor, 2015-2021