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
  • Women's Financial Strategies
  • Investments
  • Charitable Giving
23
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
  • ChFC® Chartered Financial Consultant®

Education

  • Wilmington University, Bachelor of Science, Business Management, Cum Laude 1994

Interests

  • I live in Historic New Castle with Steve and our animals
  • Volunteering to improve my local community
  • Enjoy hiking - best hike was in New Zealand
  • Biking locally and abroad
  • Sailing with the New Castle Sailing Club
  • Yoga
  • Atlantique, Fire Island, NY - great place to relax

Community participation

  • New Castle Community Partnership, Board Member - 2016
  • New Castle Sailing Club - Treasurer
  • New Castle Historical Society - Treasurer - Executive Committee
  • Faithful Friends - Volunteer with the pet therapy program and a supporter
  • Junior League of Wilmington - Sustainer, Whale of a Sale Co-Chair, June 2014-May-2015, Sustainer Advisor, June 2014-May 2015, Past President 2011-2012

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2019