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
  • Investments
  • Insurance
  • Saving for Education
  • Family Finances
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

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

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

Awards & recognition

  • Premier Protection Award, Riversource Life Insurance Company , 2014