I began my journey as a financial advisor with Edward Jones in 2019. Over the past 14 years, I have worked in the finance and insurance industries. I love the fact that here, I am able to really focus on what is most important to my clients and help them to achieve their personal financial goals.

The truth is, I had never set out to become a financial advisor. I went to college for health science and planned to continue on to med school. I began working for an orthopedic surgeon and started to feel unsure about that career path. I soon ended up sitting on a trading desk at a hedge fund and found a new passion. Once my husband and I decided to have kids, I moved into the insurance world. I felt I was able to have an impact there and help more people, but I missed finance. Now, as a financial advisor, it really brings it all together. I have the ability to pursue my passion and help people achieve their goals at the same time!

My husband and I are raising our two children in the Litchfield Hills of Connecticut, where we grew up ourselves. However, we are usually out hiking with the dog, taking trips to Rhode Island or skiing in the winter.

Connect with me on LinkedIn or follow me on Facebook.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Skiing
  • Traveling
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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