My Purpose:

I have a real passion for helping my clients achieve their goals, as I have personally seen the impact, and felt it financially, of not having a strategy in place. I have experienced divorce, death of loved ones, loss of jobs, unexpected health issues and taking time off to care for loved ones. Without a plan, the consequences can be detrimental. My clients are individuals, families and business owners who are looking for a partner to give them disciplined, objective guidance and personalized financial strategies.

My clients range from age 17 to 95, and our main focus is helping them plan for and live in retirement. I have found that women, in particular, are in need of advice as they go through life changing events, such as divorce, death of a loved one, caring for aging parents/special needs children, saving for college expenses, protecting assets and legacy planning.

My Background:

In 2014, I began my Edward Jones career as a financial advisor in Duxbury, MA, and opened our branch office in Plymouth, MA in 2017. I have more than 30 years in the financial services industry, including 13 years with Putnam Investments and several years working for New York Life and Prudential. I am registered in multiple states and can serve clients across the country.

Personal:

My family and I resided in Duxbury for 24 years. I now live in Plymouth with my significant other, Steve. I have two grown sons, Cody and Corey, who have successful careers in the information technology and pharmaceutical industries. After losing our faithful companion, M&M, a feisty Jack Russell Terrier, after 14 years, we have welcomed Gigi, a Jack Russell, into our lives. In my spare time, I love to cook, solve puzzles, play cribbage, read a good book, workout and vacation in St. Maarten. I am an active member in several organizations, including the Plymouth Networking Group for Seniors, the Plymouth Chamber of Commerce, South Shore Business Leaders and Connect to Close, and am an active volunteer/team leader for the annual Walk to End Alzheimer's.

If you'd like to have a conversation regarding your financial situation, please contact us. We welcome the opportunity to assist your family and friends as well.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities

My Personal Interests

  • Cooking
  • Personal Fitness
  • Pets
  • Reading
  • Skiing

Office Information

Office Hours

Office Hours
WeekdayAvailability
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
Request an Appointment

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