Advisor profile


Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®

Education

  • Temple University Fox School of Business BBA Economics and Marketing

Awards & recognition

  • Monument Advisory Group, Forbes Best-in-State Wealth Management Teams, 2024-2025
  • Ameriprise Circle of Success, 2015-2024
  • Ameriprise Circle of Success Diamond Ring Accomplishment, 2017

Community participation

  • Board member of Holy Redeemer Health System's Drueding Center. Drueding offers transitional housing and comprehensive support services to women and their children. (www.drueding.org)

Interests

I'm an avid art collector and patron, with a focus on modern and contemporary works of underserved artists. I serve on the Acquisitions Committee for the Tate Museum (North America) and the Collectors Committee for the National Gallery of Art, where I support institutional efforts to expand representation and preserve artistic legacies. I'm deeply committed to fostering connections between artists and collectors, curators, and scholars and I've recently donated works to the Smithsonian's National Portrait Gallery, the National Gallery of Art and Los Angeles County Museum of Art (LACMA).

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.