Team profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

Register today

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investments
  • Charitable Giving
  • Women's Financial Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Domestic Partner Planning

Awards & recognition

  • Shoreline Private Wealth Management, Ameriprise Client Experience Award, 2020-2023

Community participation

The Greater Boston Food Bank www.gbfb.org

Toys for Tots Foundation www.toysfortots.org

Hingham Food Pantry