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

  • 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
23
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