Advisor profile


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.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • MBA, George Washington University
  • BS, Engineering, Northwestern University

Interests

  • I enjoy running, golfing, gardening, and competing in a duckpin bowling league.
  • I always look forward to my monthly book club gathering with friends.
  • During the summer I play in a Ladies Golf League.

Community participation

  • I recently completed two 3 year terms on the board of directors for a local non-profit organization called Hope Connections for Cancer Support. Hope Connections provides help to people with cancer and their loved ones dealing with the emotional and physical toll that comes with a cancer diagnosis.
  • I serve on the advisory board for the Industrial Engineering and Management Sciences (IEMS) Department of the McCormick School of Engineering at Northwestern University in Evanston, IL.
  • My team and I have volunteered at So Others Might Eat (SOME) in the District of Columbia and plan to continue our volunteer efforts with that organization.

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018

Professional associations

  • George Washington University MBA Alumni Association
  • Financial Planning Association, National Capital Area