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
  • Saving for Education
  • Investment Management
  • Charitable Giving
  • Small Business
  • Women's Financial 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
  • 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 - Board of Directors
  • Swarthmore Fire & Protective Association - Firefighter, Board of Directors
  • Frost Valley YMCA - Development Committee
  • Swarthmore College - Past Class Agent

Awards & recognition

  • Five Star Wealth Manager, 2013-2019
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2010, 2012
  • Ameriprise Circle of Success, 2014