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

  • Employee Stock Options
  • Intergenerational Planning
  • Family Finances
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Investments
  • Investment Management
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Women's Financial Strategies
18
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BA, Management and Marketing, Montclair State University, 2001

Interests

  • I have participated in Triathlons and other long distance events
  • I enjoy swimming and biking to improve my health & fitness
  • Spending time with my two daughters Olivia and Elizabeth and my loving husband Phil
  • Vacationing at the family house in Lake Norman, NC
  • I enjoy travelling to different countries
  • Drawing

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2016, 2017, 2018
  • Ameriprise Circle of Success, 2018, 2019