Advisor profile


My approach

I love helping to coordinate and simplify my clients’ financial lives. My goal is to help you feel more confident and leave in a much better place by offering financial strategies customized to your life and goals.

With over 39 years of experience providing financial advice, I am accustomed to sifting through the many questions and challenges you might have about your financial future. Together, we will develop a personalized plan, so you are prepared for every stage of your life.

At the end of the day, I want to know you better financially than anyone else. Through a comprehensive financial planning approach and a boutique client service experience, I will guide you toward pursuing the future you define for yourself.

Areas of focus

  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
39
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.
  • 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 Client Experience Award, 2020

Professional associations

  • Million Dollar Round Table (MDRT) 2006, 2007, 2008, 2009
  • MDRT, Top of the Table 2011, 2013, 2017, 2021
  • MDRT, Court of the Table 2010, 2014 - 2016, 2018 - 2020
  • Million Dollar Round Table, Qualifying and Life Member

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.