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
  • Children's Museum of Aroostook County
  • Rotary Club of Presque Isle

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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