I am a mother, wife, daughter, sister, teammate, leader, advisor, listener, worker. I am honored and humbled that people share precious parts of their lives with me.
I have been in the financial services industry for over 20 years and at Merrill for almost 4 of them. I have the privilege of working with some of the best people I know, many of my clients have become friends. I love being a financial advisor and seeing a window into the clients aspirations for themselves and loved ones. Together we set goals such as preparing for a secure retirement, selling a business, preparing for college, saving for a big trip, transferring wealth to the next generation. When I work with clients, our relationships are close and long term and love to celebrate their achievements and support them in their challenges. I am honored to walk this path with my clients and their families and love helping people become more confident in managing their financial lives.
Spending time with my husband, Cory of 23 years, our two children, Taylor and Cayden, our families and friends brings so much joy. I love to play hockey, broomball, golf, garden, walk, go to the cabin in the summer and volunteer. I also love supporting our kids and all of their activities, which includes soccer, hockey, golf, and weight lifting. Our advisors and Wealth Management Client Associates are actively involved in the communities they serve. They devote significant time, energy and resources to help create positive change in the areas in which they live and work. Our team is enthusiastically involved with assisting charitable organizations such as Orono Foundation for Education.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.