Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA® Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • AAMS™ Accredited Asset Management Specialist™

Education

  • Bachelor of Science in Finance & Management, University of Delaware

Awards & recognition

  • Hudson Valley Financial Group, Ameriprise Client Experience Award, 2022, 2024
  • Ameriprise Circle of Success, 2008
  • Five Star Wealth Manager, 2014, 2015
  • Ameriprise Ultimate Digital Excellence Award, 2022, 2023, 2024

Community participation

Interests

  • I enjoy playing golf as a way to relax and enjoy nature
  • I love animals, especially my Dog "Wafer"
  • I participate in motorsports during my free time

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.