Behind every financial decision is a person, a family and a story. As a financial advisor, I believe meaningful relationships begin with listening and understanding what matters to you, where you are today and what you hope to accomplish. My goal is to make financial conversations approachable and help you feel informed and confident about your decisions.
I began my career in the financial industry in 2001 at A.G. Edwards & Sons, where I discovered my passion for helping others and pursued the education and licensing needed to become a financial advisor. I continued with the firm through it's transitions to Wachovia Securities and Wells Fargo Advisors before joining RBC Wealth Management in 2015.
My educational background includes studies in business management and clinical psychology. These areas reflect my interest in both the practical and personal sides of financial decision making. I have passed the Series 7, 63 and 65 exams and hold an insurance license.
I grew up in Winterport, Maine, and continue to call it home with my husband, daughters and dogs. Family is at the heart of my life, and I value the trust and relationships I share with my clients. It is a privilege to help them plan for the people and possibilities that matter most.
