I have worked in the practice since 2005. I have many years of industry experience with several broker/dealers. I work closely with the private client group, and will assist you with your requests and questions. I ensure that all business is processed quickly and accurately, and that all portfolio changes are made in accordance with your decisions. I am a notary public.
I have worked in the practice since 2001, after spending over 12 years working as Controller in the real estate industry. I passed the CPA exam in 1985. My responsibilities include managing all financial reporting, compliance documentation, and overseeing the day to day operations of the practice. I hold a BA in Business Administration from the University of Mary Washington. I am a notary public.
I began with the practice as a Planning Assistant in 2012. I have a Business Administration degree and a strong math background. Currently, I am assisting with client service and day to day administrative duties, including client correspondence and records management. I plan to become licensed in the first half of 2013 and I look forward to assisting you with any questions or requests.
I started with the practice in April 2015. I have been with Ameriprise Financial since 2007. My duties include scheduling meetings, preparing presentations, client communications, processing and tracking new business. I also assist with our 401(k) clients providing client service and support.