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
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Divorce Financial Planning
  • Small Business
  • Employee Stock Options
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • A.B., 1982, Government, Smith College, Northampton, MA

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014

Previous experience

  • Senior Vice President, Investments and Insurance, Bank of America (Fleet Bank), Jersey City, NJ, 1992-1996
  • Director of Sales, Graphique de France, Boston, MA, 1991-1992
  • Marketing Manager, Fidelity Investments, Boston, MA, 1985-1991

Community participation

I donate time and energy outside of the office to The Haven Project, a growing non-profit organization assisting the needs of homeless young adults on the north shore. The mission of the Haven Project is to EQUIP and EMPOWER a growing population of unaccompanied and at-risk young adults ages 17-24 in the city of Lynn and surrounding communities with the skills and support they need to achieve their life's purpose.

Interests

I have lived in the Boston area for most of my life with the exception of 5 years spent working in New York City.  I enjoy travel, spending time with friends and family, tennis, music and fine art.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.