My career in financial services began in 1986 when I joined E.F. Hutton as a registered sales assistant. I worked at A.G. Edwards as an Account Executive and in 1992 I moved over to Smith Barney where I became a Vice President of Wealth Management. I remained there until 2009 when I joined RBC Wealth Management as a Vice President and Financial Advisor. I am a graduate of Wheaton College where I obtained a Bachelor of Art’s degree in political science/economics.
I help investors put together a plan to reach their financial goals like building wealth, providing enough income at retirement, and preserving wealth for their heirs. I educate them on the financial markets and help them achieve financial independence. I empower them so they can go out and live their lives knowing they're in excellent financial shape!
I find great joy and satisfaction in helping my clients achieve their financial goals and over time, they have become like friends and family to me. My goal is to always provide the most personalized service to my clients.
Born in Portland, I currently reside in Cape Elizabeth and have two boys. I enjoy volunteering with the Rotary Club of Portland. My interests are fiddling, skiing, pickleball and enjoying everything the beautiful state of Maine has to offer!