Advisor profile


My approach

I serve as a financial coach for affluent families who are seeking clarity and confidence in their financial goals, who may want to leave a legacy for future generations.

My approach focuses on a long-term strategic plan that is personalized for you, responsive to change and monitored often. A strategy that is grounded in long-term fundamentals with adjustments for today’s market.

It is my job to inform you about the risks in your portfolio and the different approaches I can take to manage them. I’ll help you navigate the uncertainty of the markets so that you have a clear picture of what could happen while feeling confident in your financial goals.

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
20
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 - 2021
  • Forbes Best-in-State Women Wealth Advisors, 2022

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.