Advisor profile


My approach

I focus on retirement income planning for federal employees and other companies unique to the DC area. Having an intimate knowledge of employee benefits can be a tremendous starting point for me when formulating your financial plan. I strongly believe that financial planning and an on going relationship with a financial advisor are one of the most valuable investments you can make. Our team believes in not only the initial financial planning, but ongoing contact and responsiveness to our client’s needs.

Our unique and collaborative Dream> Plan> Track>®approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.

21
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
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
  • Employee Stock Options
  • Investments
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Family Finances
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care®

Education

  • University of Richmond: BS in Business & BS in Health Sciences
  • Series 7
  • Series 66
  • Life, Health and Annuity

Awards & recognition

  • Ameriprise Circle of Success, 2009 - 2015, 2017 - 2018, 2020 - 2021

Interests

  • Spending time with family and friends
  • Coaching my 3 daughters' soccer and basketball teams
  • Travel, taking the kids to new destinations
  • Following my favorite sports teams, including the Nationals, Capitals, and the "Washington Football" team
  • Golf, biking, hiking

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.