Advisor profile


What you can expect when you work with me

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.

Get started
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Qualifications

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

Education

  • Virginia Polytechnic Institute and State University, 1994
  • Bachelor of Science - Housing, Interior Design and Resource Management

Awards & recognition

  • Ameriprise Circle of Success, 2020
  • Forbes Best-in-State Women Wealth Advisors, 2024

Community participation

I work with the Mid Atlantic German Shorthaired Pointer Rescue as the Intake Coordinator. My husband and I also serve as dog foster parents for this organization. I am a member of the Churchville Ruritan Club and have previously served in this organization as Treasurer for 4 years. I am a member (and treasurer) of the Augusta County Historical Society. I also work with the Staunton Sheriff's Department Canine Foundation as the treasurer. I am a member at Trinity Episcopal Church.

Interests

  • I love to cook and garden extensively. I raise organic chickens and love the heritage breeds.
  • I raise Cotswold Sheep and enjoy spinning and dying wool.
  • Kuper, Morty, Axel, and Trouble are my 4 boys (dogs). I live a very active lifestyle keeping them exercised and healthy.
  • I travel to garden shows with my twin sister and antique when I can.
  • A lifelong goal is to visit all of the major league ballparks in my lifetime.
  • I have 4 nieces and 2 sisters that I visit often.

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.