Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7 - General Securities Representative Examination
  • FINRA Series 63 - Uniform Securities Agent State Law Examination
  • General Lines - Life, Accident, and Health - Pennsylvania

Education

  • Bachelor of Science in Business Administration, Millersville University of Pennsylvania

Interests

I enjoy travelling with my husband Dan and our three children, Emily, Katie and Chase.

I like to read mysteries, take group exercise classes, and cook with my son.

I also like to try my hand at various craft projects, sometimes successfully and sometimes not!

Community participation

I am Secretary on the board of the Maureen M. Welch Elementary School PTO, where my son Chase attends school.