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
19
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, 2011-2012, 2014-2020
  • Five Star Wealth Manager, 2015 - 2020
  • Forbes Best-in-State Wealth Advisors, 2021

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.