Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. 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, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Intergenerational Planning
  • Investment Management
  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Insurance
  • Cash Flow Management Strategies
  • Family Finances
  • Women's Financial Strategies
23
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
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Delaware, 1998, Economics, Magna Cum Laude

Interests

  • Physical Activity, like exercise, Youth Group Basketball, mountain biking, walking/hiking
  • Game Nights with family and friends
  • Learning about Jesus of Nazareth and participating in studies with my Delaware Life Group and various friends across the County.
  • Supporting Faith Baptist Church Youth Group and Special Events to provide for the needs of the Pike Creek community

Community participation

My clients and I are passionate about supporting our community.
My clients and I are passionate about supporting our community.
      Each year my practice supports a number of different Non-profit organizations.
      Some of these organizations have included:
  • Sunday Breakfast Mission. Ameriprise National Days of Service 2017 - 2021
  • Delaware Humane Association
  • Goodwill of Delaware and Delaware County
  • Faith Baptist Church, Wilmington, Delaware
  • New Castle County Chamber of Commerce, 2013 Business Woman of the Year.
  • Former Board Member and Board Chair of Goodwill of Delaware and Delaware County 2008-2017

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2021
  • Ameriprise Client Experience Award, 2020 - 2021
  • Ultimate Digital Excellence Award, 2021

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.