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

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Women's Financial Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • Securities License Series 7 and 66, Life, Health, Variable Annuity and LTC

Education

  • BS, Business Administration & Management, Virginia Commonwealth University, Richmond, VA

Interests

Participating in Kiwanis events

Community participation

Ashland Kiwanis Club, Ashland, VA

Awards & recognition

  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2013

Professional associations

  • Financial Planning Association