Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Insurance
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • RICP® Retirement Income Certified Professional®

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2023, 2024
  • Ameriprise Circle of Success, 2014-2015, 2017-2022
  • Beth L. Deal Financial Advisory Group, Ameriprise Client Experience Award, 2020, 2022
  • Forbes Best-in-State Financial Security Professionals, 2022, 2023
  • Forbes Best-in-State Wealth Advisors, 2021
  • Forbes Top Women Wealth Advisors, 2020

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, I’ve been named to the 2023 Forbes Best-in-State Women Wealth Advisors list. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Beth L. Deal Financial Advisory Group team. This achievement would not have been possible without you.

Community participation

Member of Hickory Downtown Development Association

  • Member of The Catawba County Chamber of Commerce
  • Catawba Valley Community Foundation 2020-2021

Interests

Spending time with my dog, Muffy is a must. She comes to my office everyday and serves as receptionist.

Traveling is a joy for me, especially road trips where I find unique places and people as well as good "foodie" restaurants.

I have an innate sense to research any project or idea until it comes to fruition.

I am a student of the business and am passionate about teaching others about the knowledge I have learned.

I believe reading helps to further my knowledge.

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.