My Approach

For more than 10 years, I've provided my clients with the support they need to identify their goals and develop sound plans for their financial future. You'll enjoy the added confidence of knowing that in addition to my professional experience, I am supported by other professionals at Ameriprise Financial. Together, we have more than 110 years of experience in financial planning working with more than 2.2 million clients like you.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.

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Interests

I love to help those less fortunate. I volunteer at various organizations, but my favorite is Dast2Dast. An organization dedicated to feeding homeless individuals in VA.

Community Participation

Areas of Focus

  • Retirement Planning Strategies
  • Education Planning
  • Saving for Education
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Insurance
  • Family Finances
  • Domestic Partner Planning
  • Tax Planning Strategies

Experience

15

Awards & Recognition

  • Premier Protection Award, Riversource Life Insurance Company 1, 2014

Education

  • Certificate in Financial Planning, Georgetown Univeristy, 2009
  • BS Accounting, George Mason University, 1995
  • BA Biology, George Mason University, 1995

My Videos

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My Photos Show Thumbnails

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.