Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • MBA, Business Management, Alfred University 2004

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2024
  • Birch Hill Wealth Advisors, Ameriprise Client Experience Award, 2021-2022
  • Ameriprise Circle of Success, 2021-2023

Community participation

I am the President of the Arlington Education Foundation and am a member of the Dutchess County Regional Chamber of Commerce in Poughkeepsie.

Interests

I enjoy spending my personal time with my husband Keith, and our 3 children, Rylie, Connor and Jameson. We spend weekends with friends, family, and our dog Porter. We enjoy traveling abroad, going to sporting events and taking part in all that the Hudson Valley has to offer.

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.