Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
I help independent women to establish a solid financial foundation, to develop a vision for their future, and to build their confidence as we work together toward their dreams. I work closely with each client to understand her unique values, goals, and aspirations. My team and I then develop a rigorous wealth management plan and customized investment strategies designed to set her on the right path.
My financial services career dates back to 1998 and I received my MBA in Finance from The Wharton School at the University of Pennsylvania, where I was an Altman & Thayer Scholar. I graduated cum laude from Harvard University with a Bachelor’s Degree in Applied Mathematics. I currently hold Series 7 and 66 FINRA registrations.
I am a Member of the Board of Directors of the Girl Scouts of Connecticut and a passionate advocate for financial literacy in women and girls. I live in Westport, CT with my two amazing daughters, who teach me something new every day!
University of Pennsylvania, The Wharton School
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2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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