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
20
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
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies

Qualifications

  • CLTC® Certified Long Term Care
  • Chartered Retirement Planning Counselor

Education

  • Bachelor of Science - Management - 1997 - West Virginia University

Awards & recognition

  • Ameriprise Circle of Success, 2008, 2011, 2014-2021

Professional associations

  • Henderson Chamber of Commerce

Community participation

  • Henderson Chamber of Commerce

Interests

  • I enjoy a good round of golf with clients and friends.