Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.
Volunteering at Charlton Heights Elementary school doing Junior Achievement for the past 3 years!
Teaching Vinyasa Yoga to the community now for 2 years after completing my 200 hours certification for teacher training.
Rock climbing in Franconia Notch, White Mountain, New Hampshire. X-country skiing with my 10 year old son!
Paddling on Lake Luzerne, New York. Hiking in the Adirondacks, we love anything outdoors!
Let's meet to discuss what's most important to you.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
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