Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Family Finances
  • Small Business
  • Retirement Planning Strategies
  • Estate Planning Strategies
33
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
  • CLU® Chartered Life Underwriter®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • AAS, Associate in Business/ Banking and Finance, Central Piedmont Community College, 1988

Interests

In 2009 I started cycling for fitness and recreation. My personal best is 67 miles in one day. I rode over 3,000 miles last year and plan to do the same this year. In addition to cycling, I spend time with my son Wesley and daughter Ashley whenever I can. Ashley recently got married and moved to South Carolina. Wes recently graduated high school and will be studying to become an Electrician.

Community participation

Boy Scout Volunteer, Lake Norman Chamber of Commerce Member, Financial Planning Association Member, Founding Board Member of Lake Norman Charter School 1998-02, Lake Norman Christian School Board Member 2018-2020

Awards & recognition

  • Retirement Direction Group, Ameriprise Client Experience Award, 2021
  • Ameriprise Circle of Success Diamond Ring, 2014
  • Ameriprise Circle of Success, 2001-2013, 2016-2020
  • Five Star Wealth Manager, 2012, 2014-2016
  • AFG Franchise Consultant, 2001-2014

Professional associations

  • Lake Norman Chamber of Commerce
  • Financial Planning Association
  • American Marketing Association

Ameriprise Women's Leadership Academy

In August of 2017, I began a year-long journey in the Ameriprise Women’s Leadership Academy. I was joined by a select group of women advisors across the country, who are redesigning our practices and focusing on improving our leadership skills and outcomes. The kickoff meeting was in Minneapolis and was facilitated by some of the Ameriprise top leaders. We heard and met with Ameriprise Executive leaders and other successful women from Ameriprise. August 2017 through September 2018.

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.