My Approach

You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why I care and take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.

Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control.

Interests

I love to help those less fortunate. I volunteer at various organizations, but my favorite is Dast2Dast. An organization dedicated to feeding homeless individuals in VA.

Community Participation

20
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Family Finances
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Investments
  • Saving for Education
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Awards & Recognition

  • Premier Protection Award, Riversource Life Insurance Company , 2014

Education

  • Certificate in Financial Planning, Georgetown Univeristy, 2009
  • BS Accounting, George Mason University, 1995
  • BA Biology, George Mason University, 1995

My Photos(3 photo albums)

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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My Videos(4 videos) X

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5 financial habits of affluent families
5 financial habits of affluent families

Research shows that affluent families share certain financial habits. Learn what they are, and how your family can put them to use as you work toward achieving your financial goals. (1:41)

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Smart charitable giving from your IRA
Smart charitable giving from your IRA

Learn how you could make a donation from your IRA using a Qualified Charitable Distribution (QCD), to support your favorite charity, while also receiving tax benefits. (2:14)

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Why beneficiary designations matter
Why beneficiary designations matter

Did you know the beneficiaries named on your retirement accounts override those named in your will? Learn how to ensure your assets are distributed as you intend while avoiding probate court. (2:23)

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How will taxes affect your retirement?
How will taxes affect your retirement?

See how permanent life insurance can provide protection, retirement income and tax advantages – all in one. (3:28)

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