As your financial advisor, I want to understand what's important to you. At Edward Jones, we use an established process to build personalized investment strategies to help you achieve your goals.
I started investing at age 13 when my dad had me open an IRA to invest my summer job money. Saving for retirement was a tough sell to a 13 year old, but it put me on a path of lifelong study of the financial markets and the benefit of having a disciplined long-term approach to investing. After graduating cum laude from Wellesley College with a BA in economics, I started my career at a technology investment bank named Robertson Stephens and continued as an investment analyst at Citadel Investments and Fidelity Investments. My time at these firms taught me many things, but most importantly, I learned that what I really wanted to do was work with people instead of spreadsheets. People are the unequivocal focus here at Edward Jones. We are always working to understand what's important to you.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future for your family, we can work together to develop specific strategies to help you achieve your goals.
My husband and I have loved living in Amherst for the past 16 years with our four kids and our dog, Bullet. I am active at the Amherst Town Library both as a trustee and a long-time Friend of the Library. I am a committed rider and fundraiser for the Pan-Mass Challenge, volunteer facilitator for Invest in Girls and am on the board for both the Hampshire United Soccer Club and the Souhegan Valley Interfaith Housing Corporation.
- Retirement Savings Strategies
- Socially Conscious Investing
- Intergenerational Planning
- Wealth Strategies
- New Investors
My Personal Interests
- Spending Time with Family
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