Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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30
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
  • Women's Financial Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education

Qualifications

  • CPA Certified Public Accountant
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care

Education

  • Bachelor of Business Administration, James Madison University, Harrisonburg, VA

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2023-2024
  • Koogler Financial Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Forbes Best-in-State Women Wealth Advisors, 2022 - 2024
  • Ameriprise Circle of Success, 2018-2023
  • Koogler Financial Group, Ameriprise Client Experience Award, 2020-2023
  • Forbes Top Women Wealth Advisors, 2020
  • Working Mother Top Wealth Advisor Moms, 2017, 2019-2021

Community participation

Bazaar Committee member, Finance Council member, and parishioner, St. Francis of Assisi Roman Catholic Church, Staunton

Feeding America Volunteer, Blue Ridge Area Food Bank

Interests

A great day is spending time with my husband, Charlie, and our sons, Tommy (age 18) and Jonny (age 16). Whether we are escaping to the outdoors, relaxing at the beach or participating with Boy Scout events, I treasure our time together as a family. Travel is a passion of mine and some of my favorite trips were to the Matterhorn, the Amalfi Coast and Canada. I also enjoy spending time supporting the community with Feeding America by volunteering at the Blue Ridge Area Food Bank.

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.