Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

I enjoy spending time with my husband Anthony and our two children, Nicole and Anthony. Relaxing at the lake and enjoying quality family time together!

Community participation

Goshen Chamber of Commerce

Adopt-a-Highway Program

Annual Ameriprise Day of Service - Friends, family and clients joined together to give the Food Bank of the Hudson Valley a helping hand.

Pajama Drive for a Friends House through HONOR

Adopt-a-family through the Orange County Mental Health Organization