Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Estate Planning Strategies
  • Insurance
  • Retirement Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • AWMA® Accredited Wealth Management Advisor℠
  • ADPA® Accredited Domestic Partnership Advisor℠
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative Examination
  • Georgia Life, Accident & Sickness License
  • Georgia Variable Products License

Interests

I try to live an active lifestyle where I can play sports and travel. I enjoy watching and playing tennis, basketball, and soccer. Business psychology is a great interest of mine along with technology, gadgets, and local and international news.

We enjoy traveling, off-roading and overlanding in our Land Rovers. Asheville, NC; Moab UT; Telluride, CO; and Sedona, AZ are just a few of our favorite cities to visit.

Community participation

Friends to the Forlorn Pitbull Rescue

Golden Retriever Rescue of Atlanta

For our support of the lesbian, gay, bisexual, transgender and queer (LGBTQ) community, Ameriprise is honored to be recognized as a 2018 Best Place to Work for LGBTQ Equality by the Human Rights Campaign Foundation.

Awards & recognition

  • Ameriprise Circle of Success, 2013
  • Five Star Wealth Manager, 2013-2016, 2018-2022
  • Ultimate Digital Excellence Award, 2021

Previous experience

  • Contractor for Buxbaum Group, 2002-2003
  • Director / Sales and Operations, Just For Feet, 1998-2002

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.