Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

Areas of focus

  • Family Finances
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Charitable Giving
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Investments
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Saving for Education
  • Cash Flow Management Strategies
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CDFA®; Certified Divorce Financial Analyst®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Wright State University - Bachelor of Arts in Psychology

Interests

I'm very lucky to have great people in my life and I like to spend as much time with them as possible. My family owns a lake house in Kalkaska, Michigan just outside of Traverse City, and we take trips there during the summer and fall. My boyfriend and I enjoy traveling as well - we recently took a trip to Athens and Santorini in Greece!

During a typical week, I spend time cooking new healthy recipes, going to spinning classes, and taking walks with my dog, Brutus. I'm also a huge football fan and am loyal to The Ohio State Buckeyes and New England Patriots. I am a parishioner at St. Henry parish in Dayton where I attend weekly mass.

Community participation

  • Team captain for Walk to End Alzheimer’s –Dayton
  • Kind Ambassador for The Kind Campaign
  • Parishioner at St. Henry parish