Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Small Business
  • Estate Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

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 - 2021
  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Ameriprise Circle of Success Diamond Ring, 2020
  • Ameriprise Client Experience Award, 2021

Honored to receive recognition

I'm honored to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it's my name on this award, it would not have been possible without the continued trust of clients like you and a team that's dedicated to providing the best possible service.

The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.

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.