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.


Community Participation

Areas of Focus

  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Christian Financial Strategies
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Family Finances
  • Investments
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Small Business
  • Saving for Education
  • Insurance
  • Social Security Retirement Benefits
  • Investment Management
  • Domestic Partner Planning

Education

  • 2002, B.S. Sports Science & Management, University of Charleston, West Virginia.
  • 2002, B.A. Communications, University of Charleston, West Virginia.

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My Videos(5 videos)

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