Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
I’m a Connecticut native and have lived in New England nearly all my life. I earned a BA from Clark University in Worcester, MA, which is where my husband and I met. Helping others is extremely important to me so I’m an active volunteer at local schools, Temple Beth El in Springfield, and other community organizations. I love living in Western Massachusetts because every season is beautiful and the area is so diverse and has so much to offer. Currently, I reside in Longmeadow with my husband, Randy, and our nearly-grown daughters Alanna and Sarah. This summer I’m going to make sure I get to the beach and frequent every farmer’s market I can!
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies