Advisor profile


My approach

The cornerstone of my philosophy is to know the client. By listening and helping clients assess their needs, my team and I work to develop a customized financial plan. This philosophy recognizes that each client has unique circumstances. Gathering information, listening carefully, and understanding the client’s situation is the foundation of every decision we will make together.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Divorce Financial Planning
  • Estate Planning Strategies
  • Family Finances
  • Charitable Giving
  • Employee Stock Options
20
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
  • CDFA®; Certified Divorce Financial Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • State University of New York at Albany, BS Psychology, 1994-1998

Interests

  • I enjoy deep sea fishing, horsebackriding and having fun.
  • I have a Black Lab named June. She is my princess.

Community participation

I believe in giving back to the community. Helping others in their time of need is the most fulfilling aspect of my life and career. Giving of oneself with no hope for anything in return is how we make the world a better place.

Awards & recognition

  • Ameriprise Circle of Success, 2017-2020

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.