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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Domestic Partner Planning
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelors in Organ Performance - University of Evansville, Evansville, IN
  • Masters in Organ Performance - Eastman School of Music, Rochester, NY

Interests

Playing the organ and piano, cooking, reading novels or non-fiction.

Community participation

I play the organ at St. Peter's Episcopal Church in Philadelphia, PA where we specialize in training children and young people in the art of English Cathedral style singing in the context of an intergenerational choir setting.