Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
30
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
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care Practitioner
  • Series 7, 63, and 65 Licensed
  • MPAS℠ Master Planner Advanced Studies℠
  • Life and Health Insurance Licensed

Education

  • Master of Science Degree, Personal Financial Planning, College of Financial Planning, Denver, CO
  • BS, Business Administration, Finance & Economics, Cum Laude, Stonehill College at North Easton, MA
  • Study abroad program - Richmond University, The American International University, London

Interests

Robert Lewis Stevenson once said, “Don’t judge each day by the harvest you reap but by the seeds that you plant.”

So, maybe it’s no surprise that I find joy both in my work and in helping my kids to tend our garden… we are passionate about cooking.

You’ll also find me smiling at anything that has to do with the water — the tranquility of the beach, fishing, and being lucky enough to catch the sunrise on a kayak. I also enjoy being very active in giving back to our community.

Community participation

Junior Achievement Volunteer Coordinator

Fauquier County Girls Soccer Coach

Member -Women's Empowerment Network

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Forbes Top Women Wealth Advisors, 2017-2018
  • Working Mother Top Wealth Advisor Moms, 2017, 2018, 2019
  • Ameriprise Circle of Success, 2006-2018
  • Financial Times Top 100 Women Financial Advisors, 2014
  • Ameriprise Diamond Ring Club, 2012

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.