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

  • 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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

Interests

I enjoy spending summer days relaxing at the Delaware Beaches with my family: Husband of 28 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!).

Community participation

  • Ministry of Caring
  • Fresh Start Scholarship Foundation
  • New Castle County Chamber of Commerce
  • Food Bank of Delaware
  • U of Delaware Lerner College Alumni Award of Excellence 2017

Awards & recognition

  • Barron's Top 100 Women Financial Advisors, 2012 - 2020
  • Forbes Top Women Wealth Advisors, 2020
  • Financial Times 400 Top Financial Advisers, 2018 - 2020
  • Barron’s Top 100 Independent Financial Advisors, 2016 - 2019
  • Barron's Top 1,200 Advisors, 2014-2020
  • Ameriprise Chairman's Advisory Council, 2004-2019
  • Forbes Best-in-State Wealth Advisors, 2018, 2019
  • Ameriprise Circle of Success, 1988 to 2019
  • Five Star Wealth Manager, 2012-2019
  • Barron's Top 1,000 Advisors, 2013

Ranked #3 on Barron's Top 100 Independent Advisors

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