My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • I enjoy spending my free time with my family and friends.
  • I started playing golf as a child, competing through college. I now enjoy playing recreationally.
  • Fitness, bodybuilding and maintaining an active lifestyle are important to me.
  • I enjoy travelling; my favorite trip has been a tour of Prague, Vienna, and Budapest.
  • I am an avid reader and try to read at least two books a month.

Community Participation

  • Team Organizer, GIGL (Girl's Independent Golf League)
12
Years of Experience ?

Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Family Finances
  • Investments
  • Insurance

Education

  • Bachelor of Science, Marketing and Management, Siena College, Loudonville, NY

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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