Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™
  • Chartered Life Underwriter

Education

  • Bryn Mawr College

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2022
  • Ameriprise Circle of Success Diamond Ring, 2004-2021

Previous experience

  • Ameriprise Financial Services, Inc. - Private Wealth Advisor, 2017 – Present
  • Ameriprise Financial Services, Inc. - Financial Advisor, Mar 2003 – 2017
  • Prudential Financial - General Manager, Aug 2000 – Dec 2002
  • Prudential Financial - Regional Vice President, Jan 1998 – Jul 2000

Community participation

  • Gleaners Food Bank
  • Elegant Vintages (benefits Indianapolis Zoo)
  • Special Olympics Supporter

Interests

  • Golf
  • Wine

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.