Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investment Management
  • Saving for Education
  • Family Finances
  • Social Security Retirement Benefits
  • Domestic Partner Planning
  • Charitable Giving
  • Tax Planning Strategies
  • Wealth Preservation Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • BS Bachelor of Science, University of Delaware, Newark, DE, 1993

Interests

Family is my top priority and love being able to spend quality time with them. From watching my teenager play soccer for her High School team, skiing on our annual family trip, annual family beach week to Bethany Beach, DE to of course the summer weekends on our boat. I believe in giving back to the local community and am always eager to help charities with a passion around family values.

Community participation

Kind to Kids (Wilmington, DE) volunteer

DE Hospice Festival of Trees (Newark, DE) volunteer

Delaware SPCA (Newark, DE) volunteer

Children & Families First (Wilmington, DE) volunteer

Blood Bank of Delmarva (Newark, DE) volunteer

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.