Advisor profile


My approach

I often work with Baby Boomers who have saved a retirement nest egg over time and want to ensure a more comfortable retirement. I usually work with individuals and small business owners using a comprehensive financial planning approach with customized investment strategies, and continued guidance.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Small Business
  • Estate Planning Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • BFA™ Behavioral Financial Advisor™
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • CRPS® Chartered Retirment Plans Specialist℠
  • RICP® Retirement Income Certified Professional®

Education

  • BA Finance, Michigan State University 2002

Interests

  • I am a big movie buff. I love to reference a movie to describe an entire journey or emotion and instantly others understand exactly what message you are conveying.
  • I spend a lot of time with my family. Playing games in the yard, going to the pool, and just having fun!
  • I enjoy spending time outdoors and a few of my favorite activities include:

*hiking various trails around Washington, DC. One of my favorites is the Billy Goat Trail in Potomac, MD.

*golfing at many of Montgomery County, MD courses like Woodmont CC in Potomac, MD, Whiskey Creek

Ijamsville, MD, and Bethesda CC in Bethesda, MD.

Community participation

  • Member of Bethesda Chevy Chase Chamber of Commerce
  • Member of Michigan State Alumni Association of Metropolitan Washington, DC
  • Member of Women's Bar Association of the District of Columbia
  • Study group leader at Osher Lifelong Learning Institute
  • Imagination Stage Community Engagement Committee
  • Sharing Montgomery Fund Grants Committee

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008, 2009, 2011, 2012, 2014, 2015, 2016, 2017, 2018, 2019
  • Five Star Wealth Manager, 2015 - 2019

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.