Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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
22
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 volunteer
  • 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 - 2020