Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

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
22
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

  • Health and Fitness
  • Mountain biking
  • Learning how to play piano
  • Participating in Church events

Community participation

      Each year my practice supports a number of different Non-profit organizations. Some of these organizations have included: Cancer Support Community, Goodwill, Habitat for Humanity, Delaware Humane Association and Sunday Breakfast Mission.
      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 - 2020
  • Ameriprise Client Experience Award, 2020

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.