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


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


  • BA Finance, Michigan State University 2002


  • 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