After 12 years as a small business owner, my career as a financial advisor began in 1992 at A.G. Edwards & Sons, Inc. In 2007, I moved to Merrill Lynch. In 2011, I established Family Legacy Partners, Inc., an independent investment and advisory financial practice, affiliated with Bolton Global Capital, Inc. We currently serve domestic clients in 24 states and international clients in several countries.
I earned my M.A. from Vermont College of Norwich University, presently serve on the Board of Brattleboro Area Hospice, and am a former long-term Board Member and Chair of the Wells Educational Trust. I have lived in Greenfield, MA for 35 years where I raised my two children.
I have been committed to the financial services industry since 1997 working 8 years in retail banking before joining Cynthia Nims at A.G. Edwards & Sons, Inc. in 2005. I made the transition with her to Merrill Lynch in 2007 and helped create Family Legacy Partners, Inc. in 2011. As Vice President of Operations, I presently serve as the administrative liaison for our clients and have earned both Series 7 and Series 66 securities licenses.
I am a life-long resident of the Pioneer Valley and have lived in Northampton, MA with my husband and son for the past 11 years.
My interest in financial consulting began with a decade-long career in academic fundraising at Smith College, helping donors craft sophisticated giving plans to meet their charitable and personal goals. After acquiring my MBA nine years ago, I began my career as a financial advisor. At Family Legacy Partners, I continue to work closely with my clients to create individually-tailored, comprehensive financial plans and provide investment analysis and wealth management advice.
I live in Northampton with my husband and two sons where we enjoy being part of its thriving community. I am a former Board Member and Treasurer of the Northampton Survival Center, am an active volunteer at the Northampton Education Foundation and former Board Member of Hampshire Regional YMCA.
In my twenty-plus years in the financial services sector, I have come to understand the central importance of planning, whether for a large corporation or for a household of one. At Family Legacy Partners, my goal is to ease my clients’ anxiety about financial uncertainty by crafting a financial plan and an investment strategy that makes sense in the context of each individual’s unique circumstances.
I have lived in Hadley for over a decade with my husband and three children and take great pleasure in being an active participant in my home community. I am a member of the Hadley Selectboard and former Chair of both the Hadley Finance and School Committees.