Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

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
16
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