Education

• Bachelor of Science- Finance & Wealth Management, Purdue University Global

• Financial Planning Certificate- Bryant University

Credentials and Licenses

• Certified Financial Planner®
• FINRA Series 7 General Securities Representative Registration
• Series 66 Uniform Combined State Law Registration
• Series 63 Uniform Securities Agent State Law Registration
• Vermont Life, Accident, Health & HMO License

Community Involvement

• Brattleboro Sunrise Rotary Club-Member since 2000
• Kurn Hattin Homes for Children- Board of Trustees and Investment Committee Chair

Personal

When my husband and I aren’t at home in Brattleboro, VT, with our three rescue dogs, we’re likely traveling to visit our children, serving stateside in the US Army.

Not FDIC Insured	Not Bank Guaranteed	May Lose Value
Not a Bank Deposit	Not Insured By Any Federal Government Agency

Meeting with NHTrust team is without obligation or cost.

NHTrust is a trade name of the New Hampshire Trust Company. Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Osaic Institutions and NHTrust are not affiliated.