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 earned my Chartered Retirement Planning Counselor™ (CRPC™) 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 Kim Galipeau, who has over 20 years of experience in office administration and relationship management. Together, we are dedicated to delivering solutions and consistently providing exceptional service.

My husband, James, and I live in Chester, NH, where I have built my practice, with our four children and Jack Russell Terrier. We enjoy being outdoors, camping, golfing and traveling abroad. Community outreach is an integral part of my life and includes serving on the St. Thomas Aquinas finance counsel and assisting with the church's food pantry. I am a founding member of 100 Women Who Care, Nashua NH; member of Londonderry/Derry NH Chamber of Commerce and on WPI's Electrical and Computer Engineering Advisory Board.

When you are ready to take control of your financial well-being, please call 603-378-2795 to set up 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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