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

Areas of focus

  • Small Business
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life, Health and Variable Annuity Insurance License


  • Miami University, BA, 1986

Awards & recognition

  • Fidant Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • Named to Barron’s® Top 1,200 Financial Advisors , 2015-2023
  • Ameriprise Chairman's Advisory Council, 2013-2022
  • Financial Times 400 Top Financial Advisers, 2016-2020
  • Ameriprise Circle of Success, 2011-2021
  • Fidant Wealth Partners, Ameriprise Client Experience Award, 2021

Barron's Top 1,200 Financial Advisors

I’m honored to be named #2 Advisor of Barron's Top 1,200 Financial Advisors State-by-State Ranking for 2017. I am thankful to my clients for their ongoing business and loyalty. This achievement reflects my commitment to making a difference in the lives of each of my clients, who I look forward to continuing to serve.

Community participation

We are proud to be part of the volunteering efforts made by the following organizations. If you or someone you know is interested in volunteering with us, please call our office and speak with Charity Jordan, or email


  • I enjoy playing tennis and golf in my spare time
  • I like seeing my daughter compete in horse shows
  • Spending time with my family

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.