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

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Small Business
  • Insurance
  • Business Retirement Plans

Education

  • McGill University, MBA
  • Bentley University, Ph.D. Strategy

Awards & recognition

  • Martin & Browning Financial Advisors, Ameriprise Client Experience Award, 2022

Previous experience

  • Associate Professor, Dept of Management & Marketing, College of Charleston, 2012-2022
  • Executive MBA Instructor, Brown University, 2017-2020
  • Instructor, University of Maine at Presque Isle, 2020-present

Proud member of the CACC

Central Aroostook Chamber of Commerce: https://centralaroostookchamber.com

Community participation

Opening of the Children's museum on May 17, 2024
Opening of the Children's museum on May 17, 2024

Interests

Our family can be found at Big Rock most winter week-end, or hiking, biking, and horseback riding in Maine's beautiful summer nature!

My photos

1 albums
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