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

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

Qualifications

  • CFS® Certified Fund Specialist
  • 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

Interests

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

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.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Ameriprise Circle of Success, 2012, and 2014-2020
  • 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 receive recognition

I’m excited to share that I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals. Thank you to my clients for trusting me with your financial futures. And, thank you to my remarkable team – your dedication inspires me each and every day.
This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.

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.