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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Small Business
  • Saving for Education
  • Employee Stock Options
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

  • College for Financial Planning
  • Framingham State College

Awards & recognition

  • Five Star Wealth Manager, 2013,2015,2017

Professional associations

  • National Association of Women Business Owners
  • Financial Planning Association of Massachusetts

Interests

I enjoy spending time with my family and friends. Some of my favorite places are the beaches and views of Martha's Vineyard. I read with a phenominal group of women and truly enjoy their perspective. I love to ski and play tennis with my children, they amaze me. I try to support them and the activities they enjoy. It allows me the opportunity to share in their experience and give back to the communities in which we belong.

My photos

3 albums
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