Advisor profile


My approach

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. I use our exclusive Confident Retirement® approach to help my clients feel more confident about their, and their loved ones, financial future. I am personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

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
  • 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

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.