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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Insurance

Qualifications

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

Education

  • B.S. Business/Accounting, Robert Morris University 1998, Moon Township, PA
  • B.A., Indiana University of Pennsylvania 1996, Indiana, PA

Awards & recognition

  • Five Star Wealth Manager, 2012-2019 & 2021-2022
  • Premier Protection Award, RiverSource Life Insurance Company, 2014
  • Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Circle of Success, 2023

Interests

  • I met my husband Dave in 1995. We've been married for 22 years. We have two sons, Jordan (age 18) and Cameron (age 15) and a Goldendoodle dog Molly.
  • I love spending time with my family. We are often at hockey rinks, as both of our boys play ice hockey.
  • Staying active is very important to me. I enjoy running, spinning & other types of exercise.
  • I also enjoy travelling with my family.

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.