Advisor profile


My approach

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 6 core values:

Integrity - I’m honest and forthright, even when the message is difficult to hear.

Collaboration -I work with my clients to understand their goals and aspirations, implement what makes sense for them and then help keep them accountable to their individual strategy.

Passion-I love what I do and have fun doing it. I’m energized by helping make a difference in my clients’ lives.

Efficiency- I leverage technology and easy processes so you can focus your energy on what’s most important to you.

Growth- I’m committed to personal growth and development to give my clients the fantastic service they expect. I also help our clients think about their growth goals as they strive to achieve the financial goals they’ve worked towards.

Community-I’m active in the community of Clinton NJ and Hunterdon County and enjoy giving back with intention. We are a small business and enjoy supporting other local businesses.

Areas of focus

  • Women's Financial Strategies
  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Sustainable and Responsible Investing
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • BFA™ Behavioral Financial Advisors™
  • CDFA®; Certified Divorce Financial Analyst®

Education

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

Interests

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!

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:

Awards & recognition

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

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.