Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Saving for Education
  • Investment Management
  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Divorce Financial Planning
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CDFA® Certified Divorce Financial Analyst
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • BS Finance and Marketing from Philadephia College of Textiles and Science

Awards & recognition

  • Five Star Wealth Manager, 2016-2017
  • Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

Ashland Church

Evesham Education Foundation

Evesham Celebrations Foundation

Interests

Spending time with my family, especially my niece and nephew.

Running, Triathlon and Obstacle Course Racing.

Volunteering at church and the community

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.