Advisor profile

What you can expect when you work with me

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.

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

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Charitable Giving


  • AEP® Accredited Estate Planner®
  • Juris Doctor


  • C.C., Private International Law, The Hague Academy of International Law, The Hague, Netherlands
  • J.D., Domestic & International Business and Taxation, The State University of NY at Buffalo, NY
  • B.A., English and International/Comparative Politics, The State University of NY at Buffalo, NY

Professional associations

  • Investments and Wealth Institute
  • International Foundation of Employee Benefit Plans
  • Financial Planning Association (Past President, WNY Chapter)
  • National Association of Estate Planners & Councils
  • National Women's Law Center
  • American Bar Association
  • American Society of International Law

Previous experience

  • Financial Advisor, Ameriprise Financial Services LLC, 1998-Present
  • Deputy Executive Director, American Society of International Law, Washington DC, 1995-1998
  • Financial Advisor, American Express Financial Advisors Inc., 1990-1995
  • Associate, Rogers & Murray, Buffalo NY, 1989-1990

Community participation

  • Twentieth Century Club
  • The Buffalo Niagara Partnership
  • Women's Council, The Gibbs Museum
  • Fellow, Charleston Library Society
  • Founding Member, The Galliard Performing Arts Center
  • Annika Foundation
  • Kiawah Island Nature Conservancy

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.