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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Divorce Financial Planning
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Social Security Retirement Benefits
  • Saving for Education
  • Small Business
  • Charitable Giving
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CASL® Chartered Advisor for Senior Living®
  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™
  • CDFA® Certified Divorce Financial Analyst®

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2022
  • Ameriprise Client Experience Award, 2020

Community participation

Interests

I love to spend time with my partner, John and our close circle of friends. We live in the heart of Montclair, and enjoy the wonderful restaurants, festivals and proximity to New York City. I love staying active, hiking and bicycling, and have run half marathons in Philadelphia and New York. My son, Champ lives in Colorado, and I love spending time with him, although the distance makes it challenging!

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.