Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • MBA
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

  • BS with Honors, Mechanical Engineering, Queen's University, Kingston, Ontario
  • MBA, Le Moyne College, Syracuse, NY

Interests

My family and I enjoy vacationing in Naples, Florida.

Finding time to take a brisk walk is key to a healthy lifestyle!

Community participation

  • Liberty Resources Family Services, Inc. Board Secretary
  • Society of Women Engineers (SWE) member
  • Member of Syracuse Polish Home

Awards & recognition

  • Ameriprise Circle of Success, 2019-2021
  • Forbes Top Women Wealth Advisors, 2020
  • Working Mother Top Wealth Advisor Moms, 2020-2021
  • Forbes Best-in-State Women Wealth Advisors, 2022

Honored to receive recognition

I’ve been named to 2 industry publications’ top advisor lists: Forbes Top Women Wealth Advisors, 2020 and Working Mother Top Wealth Advisor Moms, 2020. These rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. It is an honor because I truly enjoy helping my clients achieve their goals. I’d like to thank them for their trust and for the opportunity to continue working together. And, I’d like to thank my dedicated team for all their hard work and support.

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.