19 90

My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

More...

Interests

  • Football, Soccer Fan
  • Running

Community Participation

President, Lake Ridge Rotary Club, Lake Ridge, VA

Director, Prince William Public Library Foundation

Member, Prince William Chamber of Commerce

Member, Leadership Prince William Class of 2009

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Women's Financial Strategies
  • Wealth Preservation Strategies

Experience

Awards & Recognition

  • Prince William Regional Chamber of Commerce 2009 Medium Business of the Year

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
View Definitions

Education

  • Elon University

Files for Download

My Videos

More...

My Photos Show Thumbnails

Operation Turkey!

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.