Advisor profile


Personalized advice to help you achieve your goals

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.

How to 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

  • Intergenerational Planning
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care
  • Series 7 Licensed
  • Series 63 Licensed
  • Life, Accident, and Health Licensed

Education

  • Bachelor of Arts, St. Lawrence University, Canton, NY 1990-1994
  • Kingswood-Oxford School 1984-1990

Awards & recognition

  • Premier Protection Award, RiverSource Life Insurance Company, 2013
  • Ameriprise Client Experience Award, 2020-2022

Community participation

Wolfson Palliative Care Program, Hospital of Central Connecticut, New Britain CT - Board Member

Center for Women & Enterprise, Worcester MA - Volunteer

St. Lawrence University - Career Services

Activities and Societies: Chi Omega Sorority, London Study Abroad Program, Admissions Ambassador, Published Poet in "The Laurentian" literary publication

Interests

  • Massachusetts Tennis Association member and Tencap rated player.
  • Weekly yoga classes refresh and invigorate me.
  • I am a published poet who loves creative writing and reading.
  • I am the proud owner of 2 mini Dachshunds named Brady and Scarlette!

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.