Practice Snapshot
How I Help:
Retirement Planning
Who I Help:
- Families with Special Needs
- Individuals
- Business Owners
About Me:
I established my practice in 1979, and since then have helped hundreds of clients visualize and execute a plan for their financial lives, from education funding to retirement and after. While I work with businesses and individuals in all phases of life, my role as a SpecialCare planner uniquely positions me to help to find lifetime financial solutions for families and their loved ones with special needs.
Active in both my community and within the industry, I serve on boards and in various volunteer leadership capacities with numerous non-profits: Easter Seals of Massachusetts; Pathlight (formerly The Association for Community Living); International Language Institute of Massachusetts; Zonta International, a women’s professional organization affiliated with the United Nations; and Women in Financial Services, the only women’s organization dedicated solely to women’s success in the financial services industry.
I am a self-proclaimed adventurous—though not always successful—cook, serious reader and avid gardener. When I'm not immersed in my hobbies, I can be found out and about in my longtime hometown of Amherst, Massachusetts or keeping up with my four children and 12 grandchildren.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
