Advisor profile


Stay connected with digital tools

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact me for help getting started.
Contact me

Areas of focus

  • Retirement Income Strategies
  • Charitable Giving
  • Saving for Education
  • Sustainable and Responsible Investing
  • Intergenerational Planning
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.A. Business Management, Randolph-Macon College

Professional associations

  • CFP Board

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

Community participation

Habitat for Humanity

Richmond Animal Care & Control

Sportable

Interests

DC Sports fanatic (Go Capitals, Nationals, Wizards, and Redskins!)

Former Lacrosse player turned coach and fan,

When I’m not playing or watching a sport I enjoy reading, weightlifting, and playing with my dog, Gilly.