Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Charitable Giving
  • Small Business
  • Women's Financial Strategies
22
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
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®

Education

  • Swarthmore College, B.A., 1997, economics

Interests

Enjoy playing ultimate frisbee; Executive Committee of the annual Wildwood Beach Ultimate tournament, world's largest beach tournament!

Community participation

  • Pig Iron Theatre Company - Board of Directors
  • Society of Financial Service Professionals, Greater Philadelphia Chapter - President, Board of Directors
  • Swarthmore Fire & Protective Association - Firefighter, Board of Directors
  • Delaware County Bureau of Elections - Swarthmore Western Precinct , Majority Inspector
  • Swarthmore College - Reunion Committee
  • Frost Valley YMCA - Past Development Committee

Awards & recognition

  • Five Star Wealth Manager, 2013-2021
  • Ameriprise Client Experience Award, 2020-2021
  • Ultimate Digital Excellence Award, 2021
  • Ameriprise Circle of Success, 2014
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2010, 2012

Honored to receive recognition

I am 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 from clients like you and a team that's dedicated to providing the best possible service.

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.