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

Alliance with Nymeo Federal Credit Union

As an Ameriprise financial advisor, one of my missions is to support local institutions and businesses in my community. This is why I’m part of the alliance between Ameriprise and Nymeo

Through NYMEO’s investment services program, I’m able to collaborate with NYMEO’s banking teams, and provide financial and investment planning services to their members. It’s another way for me to help more individuals and families achieve financial wellness.

Investment products: Not Federally Insured| No Financial Institution Guarantee | May Lose Value

Files for Download

My Photos(3 photo albums)

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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