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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Retirement Plan Distribution
18
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