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

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
25
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, 2019, 2020, 2021

Professional associations

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

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.