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.


Interests

Advanced Manufacturing

Economic Community Development

Sustainability

Children and Family Advocacy

Travel and supporting my daughters' passion for volleyball

Community Participation

  • National Small Business Association Leadership Council
  • Member of National Association of Manufacturers
  • Member of International Society of Automation
  • Member of Society of Manufacturing Engineers
  • Member of Pennsylvania Chamber of Commerce
16
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 1 reviews 100.0

Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Estate Planning Strategies

Education

  • Master of Business Administration (MBA), George Washington University, Washington, DC
  • Bachelor of Science (BS), Finance, University of Maryland, College Park, MD
  • Bachelor of Science (BS), Labor Relations, University of Maryland, College Park, MD

Files for Download

My Videos(5 videos)

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