After 15 years of working in technology and obtaining a master’s degree in finance, I joined the Edward Jones team as a financial advisor in 2015. The characteristics I developed as an electrical engineer and a student of finance — analytical, meticulous, organized, and creative — in combination with the resources I have access to at this firm uniquely benefit my clients and help me to design solutions to their complex needs. I recently earned my Chartered Retirement Planning Counselor (CRPC®) professional designation and focus on planning for and optimizing supplemental income streams for use in retirement.

I do my best work with those who are thinking about or who have recently transitioned to new jobs or careers as well as with those who are planning to or are recently retired. I offer a complimentary conversation that includes thoughtful discussion of all the choices and considerations that need to be made and are often overlooked.

I am honored to serve an exceptional group of clients, including engineers, established business owners and educators, who I've found to be the top talent in their fields. I follow a proven process and take a disciplined approach to each individual’s financial strategy. Each of my clients have access to my preferred team of vetted, high-quality professionals who are committed to staying current with the changes in their industries.

My branch team includes Branch Office Administrator and partner Caren Logan, an experienced luxury sales and marketing professional. Together, we are dedicated to delivering solutions and consistently providing exceptional service.

Outside of the office, I serve on the boards of local nonprofits and am active in my church and Chamber. My husband, James, and I live in Chester NH, where I have built my practice, with our four children.

When you are ready to partner with me, call 603-378-2795 for a discovery meeting. I welcome the opportunity to meet with you in person or remotely.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities
  • Military Professionals & Veterans

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

Email Me

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