Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Cash Flow Management Strategies
  • Investments
  • Insurance
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Family Finances
20
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
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • Bachelor of Arts, University of Virginia, 2000

Interests

Outside of the office, I enjoy spending time with my husband, Ned, and my two children. I am an avid runner and I recently re-qualified for the Boston Marathon. I enjoy playing volleyball, coaching t-ball and cheering for the Wahoos and the Red Sox. When not in the office or chasing children you can find me visiting the local wineries, reading or on the beach.

Community participation

      2015 Ameriprise Community Impact Award Team Winner

      OakHeart Financial Group received the 2015 Ameriprise Community Impact Team Award for volunteering with the Blue Ridge Area Food Bank.

      In 2016 we volunteered a total of 174 hours in our community between Ronald McDonald House, Habitat for Humanity and the Blue Ridge Area Food Bank.

      We also sponsored a number of local non-profit agencies and donated financially to Toys for Tots, Feeding Greene and the Ronald McDonald House.

      Strengthening our communities is an important part of the Ameriprise culture and values.

  • Sponsor: Blue Ridge Medical Center
  • Sponsor: Jefferson Area Board for Aging
  • Sponsor: Nelson County Relay for Life 5K
  • Sponsor: Brownsville Elementary School PTO
  • Sponsor: Peachtree Baseball League