Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Family Finances
  • Social Security Retirement Benefits
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Insurance
  • Women's Financial Strategies
  • Investment Management
  • Saving for Education
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BS in Finance from the University of Delaware

Interests

  • In 2015, my husband and I were blessed with twins Roger & Sawyer. Every day is an adventure with them and we are having so much fun watching them grow! They are a handful, literally, but we are very blessed.
  • I have always had a passion for music and entertainment. My husband Joe is a guitarist and we enjoy singing with each other every chance we get. We are definitely country music fans!
  • We have two Boxers who are brother and sister, Bo and Stella.

Community participation

  • Particpant in the Delaware Mud Run to benefit the Leukemia Research Foundation of Delaware
  • Supporter of the Delaware Thoroughbred Horseman's Association
  • Active Member of The Loyal Order of The Moose and Moose International
  • Supporter of MS Bike to the Bay
  • Supporter of the Annual Women Supporting Women Walk for Breast Cancer Awareness
  • Supporter of The Communtiy Foundation of The Eastern Shore
  • Supporter of the Ladies Auxiliary Delaware Voluntary Firefighter's Association
  • Active Volunteer for Sussex Montessori School
  • Active Volunteer for the Maryland Food Bank

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015 and 2016
  • Ameriprise Circle of Success, 2006 and 2007
  • Ameriprise Client Experience Award, 2020