Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies


  • ChFC® Chartered Financial Consultant®
  • Certified Financial Planner, College for Financial Planning, 1986
  • Chartered Financial Consultant, The American College, 1998


  • M.S. Degree, St. Louis University, St. Louis, MO, 1975
  • B. S. Degree, University of Virginia, Charlottesville, VA, 1973

Professional associations

  • Financial Planning Association
  • Estate Planning Council of Rochester, NY

Community participation

  • Brighton Campus Park Condominium Association, Secretary
  • USA Dance, Flower City Chapter, President and Music Coordinator

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.