Advisor profile

Mission & Values

My mission is to know what your goals and priorities are so I can help you make informed financial decisions. I then collaborate with you to implement strategies so you can be fully present in what really matters in your life. I want you to feel more confident as you work toward achieving your goals.

My mission is defined by 5 core values:

  • Mindful approach to financial goal development – Once I have a complete picture of what may define a financially secure future do we take action.
  • Empathetic Listeners - Our clients are entrusting us with their finances, and this is a very high honor.
  • Passion - as a financial advisor, I have a passion to uphold the values of integrity and responsibility.
  • Intellectual Curiosity - I pride myself on thinking things through and being curious about how I can improve our clients sense of well being.
  • Caring for my clients well being - I place trust in my team, and give wide reign to serve my clients, knowing they are a part of something larger than themselves. This enables me to provide a level of service that helps to assure my clients that they are cared for.
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
  • Intergenerational Planning
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Investment Management
  • Small Business
  • Insurance


  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst
  • BFA™ Behavioral Financial Advisors™


  • BS, Environmental & Business Economics, Cook College, New Brunswick, NJ

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020-2021
  • Forbes Best-in-State Women Wealth Advisors, 2022-2023
  • Forbes Best-in-State Wealth Advisors, 2021
  • Working Mother Top Wealth Advisor Moms, 2019- 2021
  • WomenCertified, Inc. Women's Choice Award - Financial Advisor , 2014-2022
  • Ameriprise Circle of Success, 2020-2021
  • Gentlestone Wealth, Ameriprise Client Experience Award, 2020-2022
  • Five Star Wealth Manager, 2012-2024

Our Client Expectations

To fully benefit from working with our team these are our expectations to have a long lasting and valuable relationship.

  • You are open to a collaborative advice relationship with our team and will do your best to provide the information we need as things change throughout our relationship.
  • You will provide feedback and thoughts on how you’d like to work together so we can best serve your needs in the way that you prefer.

Community participation

Giving back to my community is core to my commitment as a business owner in Hunterdon County. Over the years I have had the privilege to volunteer for many worthy organizations.

My current community participation includes:


I enjoy spending time outdoors hiking, canoeing, and exploring new places with my husband Dean and two children (Isabelle & Jack). I am an avid reader and love to work out! I'm a life long resident of Hunterdon County and enjoy giving back to our community.

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.