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
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Financial Strategies for LGBTQ Couples and Families
  • Small Business
  • Retirement Plan Distribution

Education

  • Bachelor of Fine Arts, Musical Theatre, Syracuse University, Syracuse, NY
  • Masters of Business Administration, Finance Concentration, Louisiana State University Shreveport, Shreveport, LA

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023

Community participation

Interests

  • Fitness - When weather permits, I love running outdoors along the West Side Highway of Manhattan
  • Theatre - My husband and I love seeing Broadway shows. In fact, he and I met when we were both Theatre actors in a former life
  • Food/Drink - I have a severe weakness for desserts, and a deep love for red wine
  • Travel - I love any excuse to see the world, but the best trip I ever went on was our honeymoon in Kauai and Maui, Hawaii
  • Family - I make it a priority to visit my niece and nephew as much as possible