Advisor profile


Multi-generational Planning

As an Ameriprise Private Wealth Advisor, I have extensive experience helping clients like you deal with the complexities of wealth. I work closely with you to explore the full range of opportunities your wealth can bring to advise you on strategies for harnessing its potential. It all starts with a strategic plan that covers your needs in the context of your entire financial picture. Together, we will review progress toward your goals and adjust the strategy to reflect what is most important to you.

At Generations Wealth Management, we take on a unique approach on planning for a family’s financial future. My team and I have made it a part of our practice to facilitate the discussions about multi-generational planning, wealth transfer strategies and pursuing our clients’ legacy desires. It has been our privilege to help our clients, their children, grandchildren and more importantly their parents.

My mission is to deliver financial strategies through a tailored approach and a genuine interest in my clients' evolving needs.
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Employee Stock Options
  • Small Business
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.S. in Finance George Mason University

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2017 - 2020
  • Forbes Best-in-State Women Wealth Advisors, 2022
  • Five Star Wealth Manager, 2016-2021
  • Ameriprise Diamond Ring Club, 2015
  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Ameriprise Circle of Success, 2004-2016
  • Working Mother Top Wealth Advisor Moms, 2021

Community participation

  • I stay involved with my children's education by volunteering at their schools and being an active member of the PTA.
  • It is important for me to be able to give back to the community. I established the Jackie Herman scholarship at Hermitage High School, her alma mater, and surrounding schools in the northern Virginia to award students overcoming adversity or achieving academic excellence.
  • I am a member of the Businesswomen Gifting Circle, non-profit organization supporting programs that promote innovation, entrepreneurship, leadership and inventive opportunities for girls and young women
  • My team and I volunteer annually with Food for Others

Interests

  • I feel the most joy spending time with my family and supporting my children’s hobbies, such as tennis, piano or simply or volunteering at school events.
  • It is important to me that my three children are well-rounded, so our family experiences reflect that. Our family vacations are an opportunity to expose them to culturally diverse environments, while our time at home is geared towards raising awareness through philanthropic work.
  • I try to stay as active as possible by exercising regularly. Tennis is one of my favorite ways to keep healthy!
  • Coming from a challenging background, I try to give back to the community, more specifically our

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.