Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Financial Strategies for LGBTQ Couples and Families


  • CKA® Certified Kingdom Advisor®


  • University of Delaware, BS Business Administration, 1985
  • College for Financial Planning, Certified Financial Planner, 1990

Awards & recognition

  • Barron’s Top 100 Women Financial Advisors, 2012-2023
  • AdvisorHub Women Advisors to Watch, 2022, 2023
  • Orth Financial Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Forbes Top Women Wealth Advisors, 2020-2023
  • Forbes Best-in-State Women Wealth Advisors, 2022-2023
  • Barron’s Top 1,200 Financial Advisors, 2014-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022
  • Forbes Best-in-State Wealth Advisors, 2018- 2019, 2021-2023
  • Barron’s Top 100 Independent Financial Advisors, 2016 - 2023
  • Ameriprise Chairman's Advisory Council, 2004-2022
  • Orth Financial Group, Ameriprise Client Experience Award, 2021-2022
  • Inducted to Barron’s Hall of Fame (for ranking 10 years on Barron’s Top 100 Advisor lists), 2021
  • Orth Financial Group, Barron’s Top 100 Private Wealth Management Teams, 2021
  • Barron’s Top 100 Financial Advisors, 2021
  • Financial Times 400 Top Financial Advisers, 2018 - 2020
  • Ameriprise Circle of Success Chairman’s Advisory Council, 2021
  • Ameriprise Circle of Success, 1988 to 2021
  • Five Star Wealth Manager, 2012-2022
  • Barron’s Top 1,000 Financial Advisors, 2013

Honored to be recognized in AdvisorHub magazine

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. AdvisorHub magazine has recognized this dedication by including me on their 2022 25 Women Advisors to Watch list. I’m honored, and I’d like to thank my hard-working team and our loyal clients for making this recognition possible. I look forward to continuing to work together.

Community participation

  • Ministry of Caring
  • Food Bank of Delaware
  • U of Delaware Lerner College Alumni Award of Excellence 2017
  • Archmere Academy
  • Benchmark School
  • Immaculate Heart of Mary Church
  • Wilmington Friends School


I enjoy spending summer days relaxing at the Delaware Beaches with my family: Husband of 32 years, Robin, and our 4 children: Katie, Michael, Elizabeth and Juliana.

I am grateful for opportunities to travel internationally to explore new cultures (and food!).

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.