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

  • Domestic Partner Planning
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Insurance
  • Charitable Giving
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • APMA® Accredited Portfolio Management Advisor℠
  • Chartered Retirement Planning Counselor SM
  • Master of Arts Degree


  • Master of Arts, Ball State University
  • Bachelor of Science, University of Delaware


  • I love spending time with my two sons, Jacob and Simon. I cherish creating adventures and memories with my boys from cheering them on at swim meets and soccer games to hiking the Long Trail and participating in community services activities.
  • I enjoy hiking, biking, running and competing in events like the Boston and Vermont Marathons and Spartan Beast.
  • As a Certified Professional Coach, I enjoy mentoring others.
  • Growing up in Saudi Arabia allowed me to develop a passion for travel. Traveling with Jacob and Simon throughout the world and exposing them to different places, people and cultures has been so influential to their growth.

Community participation

  • I currently support Vermont Public Radio and have participated with Leadership Champlain and Big Buddy in past years.
  • I participate in the Vermont Children's Trust Foundation event, The Polar Express, where I am a singing conductor.
  • Our team volunteers locally at least semi-annually. This summer we volunteered at the Vermont Youth Conservation Corps (VYCC).
  • As team we contributed to ten local non-profit organizations this year. In addition, Ameriprise matched the majority of our donations!

Awards & recognition

  • Ameriprise Circle of Success, 2006 - 2021
  • Forbes Best-in-State Wealth Advisors, 2020 - 2022

Professional associations

  • Master Certified Coach
  • Leadership Champlain

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.