Advisor profile


Stay connected with digital tools

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
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23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Insurance
  • Retirement Planning Strategies
  • Family Finances
  • Women's Financial Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Small Business
  • Wealth Preservation Strategies
  • Investments
  • Charitable Giving
  • Tax Planning Strategies

Qualifications

  • RFC
  • Series 7
  • Series 63
  • Series 65
  • Series 24

Education

  • Bachelors Degree from Lock Haven University in Business Management
  • Bachelors Degree from Clarion University in Education

Interests

  • Family
  • Coaching
  • Hunting
  • Fishing
  • Genealogy
  • Local History
  • Reading