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

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Employee Stock Options
32
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.