Imagine having an advisor who helps design and customize your complete financial landscape. As your financial advisor, who is available in-person or remotely, I will personally invest in you before I ask you to invest with me. Together, we will partner with your accountants, attorneys and other professionals to build the most appropriate financial solution for you and your family, in order to help you reach your goals, protect your assets and transfer your legacy.

I serve busy professionals, engineers, caretakers and philanthropists who value a high level of service and desire access to the firm's reputable research. My practice is centered around multigenerational planning, which is a comprehensive approach to understanding the specific needs of each of my clients and the effects of their planning on their legacy. Your piece of mind and trust is my priority and the core focus of my business.

I grew up in Georgetown, MA, attended Worcester Polytechnic Institute and graduated with distinction with a bachelor's degree in electrical engineering. Following my career in technology, I graduated from Bentley University with distinction with a master's degree in finance.

My practice is in Chester NH where I live with my husband, James, children, Joseph and Sophia, our new twins, Colton and Hudson, and our Jack Russell Terrier, Duchess. We enjoy the simple life of camping, traveling, golfing and being involved in the community as coaches and at our church. I sit on the board of local non-profits and our church finance council as well as the WPI electrical engineering advisory council.

I look forward to the opportunity to understand what is most important to you, keeping you informed on current trends as well as coaching you and helping keep you on track to meet your goals. As we navigate through our established process to build a personalized strategy, you will feel confident that you have addressed, or will have addressed, all facets of your financial strategy.

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities

My Personal Interests

  • Baking
  • Camping
  • Golfing
  • Vintage Cars
  • Martial Arts

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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