Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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
21
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 - 2019