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

  • Investment Management
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
  • Women's Financial Strategies
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Lee Ann has been a licensed Financial Advisor for 26 years.
  • CRPC® Chartered Retirement Planning Counselor℠
  • Registered Representative (Series 7 & 63 licensed).
  • Registered Investment Advisor (Series 65 licensed).
  • Licensed Accident, Sickness, Life and Variable Products Agent.

Education

  • Indiana University of Pennsylvania, BS, Finance

Interests

I enjoy spending time with my family, traveling, reading, volunteering and outdoor activities.

Community participation

Operation Christmas Child &Shoebox Derby 5k (Sponsor)

Peachtree Ridge Takedown Club (volunteer)

  • North Gwinnett Co-op Food Bank
  • The Catholic Church of St. Monica - Active Parishoner
  • 2011 Komen Atlanta Race for the Cure
  • Toys for Tots - volunteer
  • Alzheimers Foundation Walk

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015 and 2016
  • Ameriprise Circle of Success, 2010

Professional associations

  • College for Financial Planning