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
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Investment Management
  • Christian Financial Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Insurance
  • Financial Strategies for LGBTQ Couples and Families
  • Divorce Financial Planning
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Small Business
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Family Finances
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Indiana University of Pennsylvania, Bachelor of Science
  • College for Financial Planning, Chartered Retirement Planning Counselor
  • College for Financial Planning, Certified Fund Specialist

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2022
  • Ameriprise Circle of Success, 2012, and 2014-2021
  • Five Star Wealth Manager, 2014
  • Wealth & Finance International Magazine Best for Retirment Income Strategies USA, 2014
  • Wealth & Finance International Magazine, No. 1 Estate Planners - Pennsylvania, 2014

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2022 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the exceptional service you provide to all of our clients.

The Forbes Top Women, Best-in-State Women and Best-in-State Wealth Advisor rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Community participation

  • I am a past Co-Chair for Jump Street, an organization that connects communities to the arts to further education and economic opportunities.

Interests

  • I enjoy being involved in the community through consistent volunteer service.
  • My family and I love spending time outdoors.

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.