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My Approach

I work one-to-one with my clients to understand what is important and unique to them and their families. This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals. As your Ameriprise Platinum Financial Services® advisor, I'll work with you to take action on your personal financial strategy. I'll monitor your plan to help keep you on track as your situation evolves and market conditions change. Over time, my goal is to provide you with effective, personalized financial solutions.

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 grew up locally in the DC area and have a great passion
  • for history. I collect antique stock certificates and
  • Presidential documents and memorabilia. I was in the U.S.
  • Army and served as an intern in the US Senate.

Community Participation

  • I have coached youth soccer, youth baseball and softball.

Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2010, 2012
  • Protect.Grow.Give®, Riversource Life Insurance Company 1, 2013

My Photos Show Thumbnails

Ribbon Cutting Ceremony with Leesburg Mayor Kristen Umstattd.

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.