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
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Wealth Preservation Strategies
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Investments
  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Insurance
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFS® Certified Fund Specialist

Awards & recognition

  • Ameriprise Circle of Success, 2019, 2021, 2022, 2023

Community participation

  • Member of the Eynon-Archbald Lions Club

Interests

I enjoy many activities in my free time that allow me to connect with my family, friends and community.

· Community service including my work with the Eynon-Archbald Lions Club

· Traveling with my husband to different parts of the United States as well as the Caribbean

· Walking outdoors

· Kick-boxing

· Dinning out with friends and family

· Reading a variety of novels