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
30
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 Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Education

  • BA Economics, State University of New York, Potsdam, New York

Previous experience

  • Associate Vice President, UBS, March 1999 - April 2009
  • Registered Sales Assistant, UBS, February 1998 - March 1999
  • Registered Sales Assistant, Smith Barney, January 1994 - January 1998

Community participation

Volunteer for annual Ameriprise Service Day at St. Mary's Food bank

Participant in annual Juvenille Diabetes Research Foundation's walk

Interests

My interests include spending time with family, hiking, swimming and traveling.

I also participate annually in the walk for Juvenille Diabetes and volunteer on Ameriprise's Day of Service at St. Mary's Food Bank.