Advisor profile


My approach

I love to help clients coordinate and simplify their financial lives. My goal is to help them feel more confident and leave them in a much better place by offering financial strategies customized to their lives and goals.

With over 38 years of experience providing financial advice, I sift through the many questions and challenges of my client's financial future. Together, we develop a personalized plan.

At the end of the day, I want to know them better financially than anyone else. Through a comprehensive financial planning approach and a boutique client service experience, I strive to guide my clients toward pursuing the future they define for themselves.

Areas of focus

  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • BFA™ Behavioral Financial Advisor™

Education

  • B.A. , Economics and Math, University of Pittsburgh, Pittsburgh PA
  • MS, Robert Morris College, Pittsburgh, PA

Interests

  • Travel
  • Volunteering
  • Reading
  • Zumba
  • Fine Dining
  • Gardening
  • Dancing
  • Horseback Riding
  • Spending time with family and friends

Community participation

  • Christian Education Ministry Team, First United Methodist Church of Murrysville, Pa.
  • Usher, First United Methodist Church of Murrysville, Pa.
  • Murrysville Woman's Club
  • For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Awards & recognition

  • Ameriprise Circle of Success, 2008, 2010, 2012, 2013, 2014
  • Five Star Wealth Manager, 2016 & 2017

Professional associations

  • Million Dollar Round Table (MDRT) 2006, 2007, 2008, 2009
  • MDRT, Top of the Table 2011, 2013, 2017
  • MDRT, Court of the Table 2010, 2014 - 2016, 2018 - 2020
  • Million Dollar Round Table, Qualifying and Life Member