Advisor profile

Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. 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, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Retirement Plan Distribution
  • Investments
  • Estate Planning Strategies
  • Charitable Giving
  • Family Finances
  • Investment Management
  • Saving for Education
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Insurance


  • APMA™ Accredited Portfolio Management Advisor™


  • Bachelor of Business Administration, Marketing, Hofstra University. Hempstead, NY.

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2023
  • Siena Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Circle of Success, 2021
  • Ameriprise Client Experience Award, 2020, 2021

Community participation


· Originally from Rochester, NY, I now live in Naples, FL with my husband Eric and our Golden Retriever, Wrigley

· My relationships are very important to me--I love spending time with my close family and friends

· I love to cook and try out new recipes in the kitchen

· Fitness is a passion of mine--I enjoy CrossFit, biking and running. Exercise helps me to clear my mind and stay present

· I also enjoy reading and listening to podcasts--true crime, history and current events are a few favorite genres of mine

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.