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

I enjoy cooking on my smoker, hiking, camping, working in my garden and visiting local breweries. As of late, I find myself mostly cheering on my kids at all of their sporting events!

Community Participation

2015 Ameriprise Community Impact Award Team Winner

OakHeart Financial Group received the 2015 Ameriprise Community Impact Team Award for volunteering with the Blue Ridge Area Food Bank.

In 2016 we volunteered a total of 174 hours in our community between Ronald McDonald House, Habitat for Humanity and the Blue Ridge Area Food Bank.

We also sponsored a number of local non-profit agencies and donated financially to Toys for Tots, Feeding Greene and the Ronald McDonald House.

Strengthening our communities is an important part of the Ameriprise culture and values.

  • Sponsor: Blue Ridge Medical Center
  • Sponsor: Jefferson Area Board For Aging
  • Sponsor: Nelson County Relay for Life 5K
  • Sponsor: Brownsville Elementary School PTO
  • Sponsor: Peachtree Baseball League
  • Sponsor: Shenandoah National Park Trust
7
Years of Experience ?

Areas of Focus

  • Cash Flow Management Strategies
  • Investments
  • Saving for Education
  • Retirement Planning Strategies
  • Insurance
  • Family Finances

Education

  • B.S. Public Administration, George Mason University, 1997

Files for Download

My Videos(2 videos)