Advisor profile


What you can expect when you work with me

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.

Get started
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Family Finances
  • Wealth Preservation Strategies

Qualifications

  • Series 7 General Security Representative Exam
  • Series 66 Uniform Combined State Law Exam
  • Life, Accident and Health Insurance Licensed

Education

  • BS, Economics, University of Delaware, Newark, DE

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2023
  • Pilothouse Wealth Planning, Ameriprise Client Experience Award, 2021-2023
  • Pilothouse Wealth Planning, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

Prayer Shawl Knit and Crochet Group

Bedford Women's Club

Interests

Watercolor painting, Crocheting, Skiing, Camping & Hiking