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 Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Saving for Education
  • Insurance
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Family Finances
  • Charitable Giving
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • College of Notre Dame of Maryland, 1998, BA in Finance and Management

Interests

My husband, Mike, and I are parents to three lovely girls, Ashley, Elena, and Lauren. We reside in the Bel Air area in Harford County, Maryland.

Community participation

  • Chesapeake Professional Women's Network - Harford County, MD member
  • Harford County 4-H All Star and 4-H Club Leader
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

    *As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Awards & recognition

  • Five Star Wealth Manager, 2015 - 2022
  • Ameriprise Client Experience Award, 2021

Honored to receive recognition

I'm honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it's my name on this award, it would not have been possible without the continued trust clients like you and a team that's dedicated to providing the best service possible.

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.