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
  • Divorce Financial Planning
  • Charitable Giving
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Family Finances
21
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

  • BBA-International Finance, James Madison University 1996-2000

Interests

  • Organic gardening
  • Reading about nutrition and health
  • Culture, religion, etymology, and the arts

Community participation

  • Christ Church
  • Lorton Community Action Center
  • Lorton Arts Foundation
  • Green America
  • The Institute for Divorce Financial Analysts
  • Partners in Philathropic Planning
  • National Capital Gift Planning Council

Professional associations

  • Member, Institute for Divorce Financial Analysts™
  • Member, McLean Estate Planning Council