Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies

Education

  • BA Bachelor of Arts, Business Management & Communication, Carlow University, PA

Awards & recognition

  • Ameriprise Client Experience Award, 2022
  • Five Star Wealth Manager, 2012 - 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

I am passionate about making a significant difference in the world by simply making a difference in people's personal worlds. As humans, I believe that in order to live a comfortable and confident life; we must first have our simplest and basic level of physiological needs of food, shelter, and clothing met before we are able to focus on our secondary or higher level of needs. I also believe we're interconnected and it takes a village to make a difference. Therefore, I am passionate about my responsibility to do my part in the world and community in which I belong. I take great pride in the contributions I'm able to make in our community.

  • Greater Pittsburgh Community Food Bank

Interests

Life Matters! Everything I do – and the way I go about doing it– is guided by my personal mission in life: to live life fully, enjoy its simple pleasures and the people in it! I therefore take great pleasure in meeting people, having authentic connections, listening and fully understanding what each person is sharing with me. I value relationships and I am interested in building long-term relationships with friends, family, and those I serve. Some of the simple pleasures I enjoy are the arts, theater, and music, dancing, taking long walks in nature with my iPod, traveling, capturing moments with my camera, and experiencing great sceneries.