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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Investment Management
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Saving for Education

Education

  • College of the Holy Cross, Worcester, MA, 1978, BA Physics

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Professional associations

  • Former Member of Rotary International

Previous experience

  • UBS Financial Services, First VP Wealth Management, 2008-2016
  • Smith Barney, VP Investments, Financial Advisor, 1997-2008
  • Prudential Securities, Associate VP Investments, 1985-1997

Community participation

Former Youth Sports Coach in Londonderry

UNH Football Cat Club Member

Interests

Avid Football Fan

Playtime with my grandchild

My photos

1 albums
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