Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Employee Stock Options
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • Member, Financial Planning Association
  • Bachelor of Arts Degree

Education

  • Bachelor of Arts Psychology 1975 Hampden-Sydney College

Interests

When I am not working with my clients I enjoy being outdoors. Whether it is snow skiing, hiking, watching a soccer or football game, strolling through the farmers market, grilling on the deck or just working the yard I find these times to be relaxing and invigorating. I also like to read, mostly business, financial, and fiction. A native of Roanoke I am one of the fortunate ones to have all of their family here.

Community participation

I believe strongly in giving back to my community. I am a member of the Roanoke Regional Chamber of Commerce. Over the years I have served on the Board of Directors for the Roanoke Regional Chamber of Commerce, Junior Achievement of Roanoke, the Muscular Dystrophy Association of Southwest Virginia, the Roanoke Jaycees and Camp Virginia Jaycee. I volunteer with several animal rescue & adoption societies. I also serve on the Board of Directors of the Hampden-Sydney College Alumni Association and as an Alumni Career Mentor for students at Hampden-Sydney College.

Awards & recognition

  • Ameriprise Client Satisfaction Score, 2015
  • Premier Protection Award, RiverSource Life Insurance Company, 2015

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.