Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Charitable Giving
  • Domestic Partner Planning
  • Insurance
  • Tax Planning Strategies
  • Family Finances
  • Small Business
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Income Strategies
  • Investments
  • Investment Management
  • Sustainable and Responsible Investing
  • Saving for Education
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • City University of New York, Bachelors of Arts in Economics 1980

Interests

I enjoy spending time with my two grandchildren Hannah and Jake. I'm passionate about raising awareness about Juvenile Diabetes and the research being done to find a cure. Our family puts a lot of effort in raising funds for this cause.

Community participation

Awards & recognition

  • Ameriprise Circle of Success, 2017