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
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Insurance
  • Charitable Giving
  • Saving for Education
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®
  • CIMA® Certified Investment Management Analyst®
  • ChFC® Chartered Financial Consultant®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Cornell University, BS 1982

Interests

  • Live theatre, film, visual art
  • Travel
  • Author of Yum & Yuk children's books

Community participation

  • Host, PCTV, It's About Money, 1995 - present
  • Geva Theatre Center, Honorary Trustee August 2010 - present
  • Kite Tails LLC, Author and Publisher, June 2009 - present
  • WXXI, board member, September 2016 - present
  • George Eastman Museum, trustee 2019 - present
  • United Way of Greater Rochester, board member 2014 -2016
  • The Friendly Home, board member 2011-2015
  • Rochester Philharmonic Orchestra, Rochester, NY, board member 2010- 2012
  • Rochester Area Community Foundation, board member 1998-2010
  • Geva Theatre Center, trustee 1997-2009

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020
  • ATHENA Award® recipient , 2017
  • Financial Times Top 400 Financial Advisors, 2014, 2015, 2017, 2019
  • Ameriprise Circle of Success, 2003 to 2019
  • Ameriprise Hall of Fame, 2012
  • Ameriprise Chairman's Advisory Council, 2003 to 2013