Since 2004, I have been serving the Brattleboro, VT, market as an Edward Jones financial advisor. I am very involved with our community, serving on the board of directors for Youth Services for over 10 years and also as a long-standing member of the Brattleboro Rotary Club.
Our branch team, including myself and Lauri DuBois, is laser-focused on only one thing: helping the individual investor achieve their goals through consistently applied, time-tested wealth strategies. Understanding our clients' goals, timeframe, values, risk tolerance and investing experience are the keys to designing a portfolio that is right for each individual, through good times and bad.
In addition, I have worked with a number of area companies and nonprofit organizations with their 401K or 403B retirement plans.
I came to Edward Jones in 2004 to open the second office in Brattleboro. In 2019 and 2020, I was honored to be invited to the Edward Jones Women's Conference, which honors the top 10% of women financial advisors in the firm.
I have three adult children - no grandkids yet, but I'm optimistic!
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Business Retirement Plans
- College Savings
- Estate & Legacy Strategies
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Business Retirement Plans
- College Savings
- Estate & Legacy Strategies
My Personal Interests
- Culinary Arts
- Farming
- Gardening
- Genealogy
- Wine Collecting/Enthusiast
Personal Interests
- Culinary Arts
- Farming
- Gardening
- Genealogy
- Wine Collecting/Enthusiast
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