Advisor profile


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22
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
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Women's Financial Strategies

Education

  • Bachelor of Arts from the University of Maine at Farmington

Community participation

Ameriprise along with Spruce Mountain Pharmacy and The Knapp Family Practice have sponsored a free dinner at the Knights of Columbus Hall here in Jay. The money raised from these dinners goes to help the community.

Interests

My husband and I have two young men that went to trade school and earned their FAA certification for Airframe and Power Plant. My husband, Steve, moved his independent pharmacy to the former Knights of Columbus Hall here in town. The team at Spruce Mountain Pharmacy and customers are enjoying the new to them space. As empty nesters we are trying to figure out what to do with our free time. Family and friends are very important to me. I enjoy being outside, listening to the birds and watching wildlife, and in the evenings enjoy the evening stars while enjoying a bonfire.

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.