Advisor profile


My approach

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 Planning Strategies
  • Saving for Education
  • Insurance
  • Retirement Plan Distribution
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA Bachelor of Arts, Economics & Psychology, University of Virginia, Charlottesville, VA- 2002

Interests

  • Koa, our daughter, was born in August 2012. She's keeping us busy these days by learning how to walk. She also enjoys quality time in the middle of the night.
  • I am an endurance sport junky. I have completed in a 50 mile ultramarathon, numerous marathons and three Ironman triathlons. Most notably I qualfied for and participated in the 2011 Ironman World Championships in Hawaii on October 8, 2011.
  • This year, I am training for the 2013 half ironman distance World Championships in Las Vegas in September, the Marine Corps marathon in October and the JFK-50 mile run in November.
  • I enjoy spending time with our rescue mutt, Roo.

Community participation

  • Team FeXY
  • Reston Runners