Advisor profile

What you can expect when you work with me

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.

Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Saving for Education
  • Charitable Giving

Education

  • Clarion University, B.S. Degree in Special Education

Awards & recognition

  • Ameriprise Circle of Success, 2008,2010,2012,2014,2016,2018,2020,2022,2024
  • Ameriprise Circle of Success Diamond Ring, 2019
  • Ameriprise Ultimate Digital Excellence Award, 2022,2023

Community participation

Interests

I am a proud resident of Anne Arundel County, Maryland. My family life is filled with adventure, love and ongoing hope in humanity. I can be found in a my backyard hammock, hiking at various local trails, traveling with the family, chasing my kids around in the cul de sac, or planning the next get away. My life is pretty ordinary with many extraordinary moments. I am fortunate and have created a true balance between my family and work. I look forward to more hiking, nature observations, and family time in the coming years. My life-long passion for education and learning is a big part of my family and business.

My photos

3 albums
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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.