Advisor profile


My approach

I chose to become a financial advisor because I am passionate about helping families and professionals plan for their financial future. Working with my clients is an ongoing and collaborative effort. I will help you identify your dreams and define your goals, design a plan to address them, implement financial strategies to pursue each goal and track your progress.

Focusing on retirement planning, I have developed a niche working with established small business owners, women executives and generational high net-worth families. I can work with your CPA to help create a more unified and comprehensive approach to address your specific financial needs and goals.

A financial plan that looks to help you grow and protect your assets can begin with our Confident Retirement® conversation where we will discuss current as well as retirement needs, covering the essentials, ensuring your lifestyle, preparing for the unexpected and leaving a legacy. I offer an extensive range of financial products and services to help suit your needs including: investment advisory services, retirement planning strategies, saving for education, insurance review, women’s financial strategies, tax planning strategies, estate planning strategies and small business planning.

Whatever stage of life you are in, I can help you create a solid plan. I believe that knowing you have planned for the expected and the unexpected will give you something money can’t buy - peace of mind.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Investments
  • Family Finances
  • Domestic Partner Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Insurance
  • Estate Planning Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Rutgers University - BA, Psychology

Interests

Along with being a hard-working professional, I am also a devoted mother and wife. I enjoy dedicating my time to raising my two children, Luke and Blake, with my Husband Mark. We enjoy lots of family activities together including puzzles, card games, board games and traveling, especially to our casita in Fort Myers, FL. I also enjoy photo documenting big and small moments. To keep up with the demands of a busy personal and professional lifestyle, I stay fit by practicing Pilates (for core strength and flexibility) as well as attend fitness classes.

Community participation

Supporter of Breast Cancer Research

Supporter of The Guide Dog Foundation

Supporter of the St. Judes Children's Research Hospital

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2017, 2018, 2019, 2020

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.