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My Approach

At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I listen to your financial concerns and take the time to understand what means most to you and your family. Whether that is saving for your children’s education, taking care of loved ones, saving for that second home, giving back to the community, traveling the world or starting a new business, we’ll talk about your dreams and goals. In fact, this information will form the foundation of your personalized financial plan.  Listening is the key to allowing me to align your goals with a plan of action that can be adjusted over time as your needs change.

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Interests

  • Travel
  • Reading
  • Exercise
  • Friends and family

Community Participation

2008 Graduate of Leadership Germantown, Germantown Chamber of Commerce, LeBonheur Club, MidSouth Medical Group Management Association, Affiliate Member

Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
  • Employee Stock Options

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Bachelor of Science - University of Tennessee at Knoxville

Professional Associations

  • Financial Planning Association of the MidSouth
  • Professional Advisory Group - Jewish Foundation of Memphis