Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investment Management
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Insurance
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans
  • Family Finances
  • Small Business
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Kutztown University, PA 1987 Business Administration

Interests

  • Family - I come from a large family. My Husband and I keep busy with our 24 nieces and nephews
  • Sports - I enjoy watching a variety of Sports, e.g., College Football, NFL, Tennis
  • Travel - Domestically, I enjoy visiting friends and family in California, One of my most favorite drives is taking PCH1 (Pacific Coast Highway) from San Francisco to Los Angeles. Internationally, I love traveling through Europe.
  • Concerts - I love going to classic rock concerts

Community participation

  • 2003- Present: Volunteer and Silver Sponsor for Stefano's Annual Golf Tournament

The tournament raises funds for the Bethlehem City and Lehigh County Special Olympics and St. Judes Children's Research Hospital.

I am happy to be working with a group who have raised over $350,000 in the last 14 years.

  • 2008 - Present: Sponsor of various fund raising efforts for the Children's Home of Easton
  • 2010 : Women's 5k Classic to support women and families with breast and female cancers

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.