My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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24
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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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.

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.

My photos

4 albums
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