Advisor profile


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As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
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Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Employee Stock Options
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Family Finances
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®
  • CFS® Certified Fund Specialist
  • CLTC® Certified Long Term Care®

Education

  • Widener University, Bachelor of Science in Economics - Cum Laude

Interests

I was born and raised in Philadelphia. I now live and work in the Fishtown section of the city.

I opened my own branch of Ameriprise in 2018 after 15 years of working for the company. My dog now enjoys going to the office with me every day!

I love to garden and to cook and I am an animal lover. I also like to try new things, including The Broad Street Run, Sky Diving, and a Triathlon.

I love living close to my friends and family in Philadelphia, including my parents, brother, and my nephew.

Community participation

    • President of the Greater Philadelphia Chapter of NAIFA (National Association of Insurance and Financial Advisors)
    • Director of the Greater Philadelphia Chapter of FSP (Society of Financial Services Professionals).
    • Advisory Board Member of the Economics, Finance, and Tax Department Advisory Board at Widener University
    • Treasurer of the Palmer Dog Park in the Fishtown section of Philadelphia, PA

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016, 2017, 2018, 2019 & 2020
  • Ameriprise Client Experience Award, 2020 & 2021
  • Ultimate Digital Excellence Award, 2021

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.