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
  • Charitable Giving
  • Women's Financial Strategies
  • Investments
  • Saving for Education
  • Estate Planning Strategies
20
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
  • Ameriprise Business Financial Advisor Designation

Education

  • University of Iowa - Henry B. Tippie College of Business

Interests

A native of Iowa, Charlotte has been home since 2002. I love the sense of community in the Queen City, and have been grateful to give back through involvement in various organizations. I enjoy the outdoors and take advantage of the beautiful landscape that Charlotte offers by competing in marathons and triathlons. My husband Jason and I live in the Plaza Midwood area with our daughter Claire, son Carson and dog Chief. We are both passionate about football and are proud tailgaters and PSL owners of the Carolina Panthers. You'll also find me sharing football Saturdays with the Charlotte Iowa alumni club to cheer on the Hawkeyes.

Community participation

  • Women Executives - member and scholar mentor
  • Girls On The Run of Charlotte - Coach
  • Metropolitan Business & Professional Women - Past President
  • University of Iowa Alumni, Charlotte Chapter - Past President
  • Women's Impact Fund - Member

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Five Star Wealth Manager, 2012-2018
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Working Mother Top Wealth Advisor Moms, 2018-2019

Honored to be recognized in Forbes

I'm proud to have been named to the Forbes Best-in-State Next-Generation Wealth Advisors list for 2019. It features advisors who provide clients with a high-quality experience and lead the way in the industry. Thank you to my clients for your trust, as I truly enjoy helping you achieve your goals. I look forward to continuing to work with you.