Are you on track to reach your goals? Do you have a personalized plan that you review? These are important life questions. As a financial advisor at Edward Jones, I focus on what's important to you - your goals, your dreams.
I focus on working with individuals and families 5-10 years away from their intended retirement. We'll partner together using an established process to create a strategy to help you achieve your goals and dreams. During this process, we'll engage other professionals you work with such as your accountant, CPA and estate planning attorney to leverage their expertise on aspects of your strategy.
I graduated from the University of New Hampshire's Whittemore School of Business and Economics. My business background, coupled with a desire to serve the community both professionally and personally, led me to join Edward Jones and open my practice locally.
My husband, Kevin, and I moved to North Attleboro in 2004 and are raising our two teenaged boys, Rogers and Eamon. I cherish my community and am proud to serve as an Attleboro Rotarian and on the Bishop Feehan Strategic Planning Committee.
I enjoy skiing, yoga and swimming. And in the spirit of continuous learning, I have picked up the guitar and practice most evenings.
Would you like to learn more? Call me. I'll be happy to talk with you. 508-840-3578
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More