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

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Investments
  • Family Finances
  • Saving for Education
  • Insurance
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63, 65 MD IAR Life & Health, Disability, Long Term Care Insurance

Education

  • University of Maryland, College Park - Bachelor of Science - Finance

Interests

I currently reside in Rockville - Historic West End with my husband, Chris, and Daughter, Norah.

In my free time, I enjoy gardening and bird watching. In and around the C & O Canal, Great Falls, and Potomac, MD are some of my favorite areas to enjoy the outdoors.

I also enjoy leading camping trips for Norah's Junior Girl Scout Troop. The most recent trip included Camp Potomac Woods, a 1,000 acre Girl Scout camp on the Potomac River near Leesburg, VA.

Community participation

American Red Cross- Blood Donor Silver Level ; Greater Chesapeake & Potomac Region