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

  • Retirement Planning Strategies
  • Investments
  • Investment Management
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Small Business
  • Business Retirement Plans
  • Saving for Education
  • Estate Planning Strategies
  • Insurance
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFS® Certified Fund Specialist

Education

  • Bachelor of Science, 1995
  • The Pennsylvania State University

Interests

I am married to my husband David and have two boys, Zachary and Tyler. We enjoy doing many things together some of which are:

  • Boating with family and friends.
  • Taking our dogs out for walks.
  • Traveling to fun vacation spots such as Florida and beaches in Ocean City, MD or New Jersey.
  • Watching the boys play their different sports such as football, wrestling, basketball, and baseball.
  • In my quiet free time, I enjoy reading a good book.

Awards & recognition

  • Five Star Wealth Manager, 2012-2020