Advisor profile


My approach

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
31
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

  • M.S., Personal Financial Planning, College of Financial Planning, Denver, CO
  • B.S., Business Administration, Finance & Economics, Cum Laude, Stonehill College at North Easton, MA

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

Class Captain, Highland School Fundraising Committee

Volunteer Coordinator, Junior Achievement

Girl's Soccer Coach, Fauquier County

  • Highland School, Fundraising Committee, Class Captain
  • Junior Achievement, Volunteer Coordinator
  • Fauquier County Girl's Soccer, Coch

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Forbes Top Women Wealth Advisors, 2017-2018, 2021
  • Working Mother Top Wealth Advisor Moms, 2017- 2020
  • Ameriprise Circle of Success, 2006-2020
  • Financial Times Top 100 Women Financial Advisors, 2014

Professional associations

  • Ameriprise Women's Empowerment Network

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.