Advisor profile


Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

To get started, request a complimentary initial consultation.
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Saving for Education
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Insurance
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFS® Certified Fund Specialist
  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • Bachelor of Science, The Pennsylvania State University

Community participation

  • Cooking Matters - I teach weekly classes that promote healthy eating and cooking skills to children, teens and families in the Lehigh Valley.
  • Committee member for Empty Bowls fundraiser for Second Harvest
  • "SHE's Unstoppable" Girls' Conference - empowering middle school-age girls to realize they will change the world! This is an opportunity for girls to learn to become change-agents in a safe and supportive environment.

Interests

  • Hockey - I'm a proud Phantoms Season Ticket Holder. We are a hockey family and are so proud of my nephew who is an awesome goalie!
  • Travelling to warm places with sandy beaches. Some of my favorites - Aruba, Bahamas, Punta Cana and Cancun. I also love "The shore" - Avalon, Stone Harbor and Cape May
  • Great food and wine - I love to cook and love trying new recipes
  • Kickboxing - my very good friend who is an instructor got me hooked. And I realized I like to punch and kick (a target) to relieve stress