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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • Series 7, 63, 65

Education

  • MBA, Duke Univerisity Fuqua School of Business

Awards & recognition

  • Ameriprise Circle of Success, 2010, 2011, 2012, 2013

Community participation

    Northwest High School Viking Vision Supporter
      • Morehead United Methodist Church Member
      • Second Harvest Food Bank, Charlotte, NC
      • Friendship Trays, Charlotte, NC
      • “For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

        * As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Interests

Enjoy reading, travel, sports and time with my family.