Advisor profile


What you can expect when you work with me

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.

Get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Small Business
  • Domestic Partner Planning
  • Charitable Giving
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Family Finances
  • Intergenerational Planning
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • M.A.T., Biology/Education, 1993, Indiana University, Bloomington, IN
  • B.S. Biology, 1989, Virginia Tech, Blacksburg, VA

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Professional associations

  • Financial Planning Association

Community participation

Sponsor of the Animal Welfare League of Arlington

Volunteer at the Arlington Food Assistance Center

Interests

  • Hiking
  • Traveling
  • Reading

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.