Advisor profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, 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
Register today at or contact me for help getting started.
Register today
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Employee Stock Options
  • Investment Management
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Saving for Education
  • Estate Planning Strategies
  • Business Retirement Plans
  • Family Finances
  • Insurance
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Retirement Income Strategies


  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CFS® Certified Fund Specialist
  • ChFC® Chartered Financial Consultant®
  • CLTC® Certified Long Term Care


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

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 , 2022 & 2023
  • Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021 - 2023

Community participation

    • Director of the Greater Philadelphia Chapter of NAIFA (National Association of Insurance and Financial Advisors)
    • Advisory Board Member of the Economics, Finance, and Tax Department Advisory Board at Widener University


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.

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.