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
9
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments
  • Small Business
  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Intergenerational Planning
  • Saving for Education
  • Women's Financial Strategies

Awards & recognition

  • Ameriprise Client Experience Award, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2022, 2023

Professional associations

  • Ameriprise Women in Power Network

Previous experience

  • Financial Advisor, Morgan Stanley, 6
  • Relationship Manager, Key Investment Services, 2
  • Banker, Citizens Bank, 1

Community participation

Volunteer at the Hopkinton Public Schools, Hopkinton Boosters Member

Interests

I love attending live music concerts and Boston sports team events. I also enjoy volunteering my time with Hopkinton sports and education programs, and I am an avid supporter of the Hopkinton HS Golf team, cheering on my son Wesley!

My photos

1 albums
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