We are all travelers on our own journey and though each traveler's journey is unique, we don't go it alone. I think of myself quite like a financial guide – someone who partners with clients and helps clear the path for a financial future that is most important to them.

Coming from the education industry, I am passionate about instilling confidence and clarity for clients and their financial future. A key principle to this is building a strong sense of trust and comfort throughout our partnership. We have an in-depth transparent appointment process to identify "where you are today", "where you want be" and "how you get there". Think of me as your personal resource, partnering with you throughout your life's journey. I also work closely with a network of accountants and estate planning attorneys.

I firmly believe in being a constant "student" of investing and developing my personal knowledge in more advanced wealth strategies. In 2021, I completed the AAMS® designation.

The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a professional education program, pass a final exam, commit to its code of ethics and agree to pursue continuing education. This allows me to more fully address the unique needs of high net worth clients.

My branch office administrator, Mary Hayes, is my true partner in this practice and excels at taking care of our clients' administrative needs. We share a similar purpose for giving back and helping our community flourish. You may run into us at Gather, Hampton Rotary Club, the Soup Kitchen, food drives, Hampton Chamber events or an Alzheimer's walk.

In my personal life, my husband, Jeffrey, and I are passionate fur parents to our lovable mutt, Rawly, and our sour patch kid of a cat, Willie. We enjoy reno projects on our 1772 colonial home in Greenland and experiencing local adventures together.

Remember, we are all travelers on our own journey and we don't need to go it alone. Let's chat!

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • New Investors
  • College Savings

My Personal Interests

  • Social Responsibility
  • Traveling
  • Music
  • Pets
  • Spending Time with Family

Office Information

Mailing Address

P O Box 667 Hampton, NH 03843

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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