Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

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
38
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
  • ChFC® Chartered Financial Consultant®
  • CIMA® Certified Investment Management Analyst®
  • CLTC® Certified Long Term Care®

Education

  • Cornell University, BS 1982

Interests

  • Live theatre, film, visual art
  • Good food
  • 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 - 2021, honorary board member 2021
  • George Eastman Museum, Trustee, Vice Chair 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 Best-in-State Women Wealth Advisors, 2022
  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Forbes Top Women Wealth Advisors, 2020, 2021
  • Lifetime Achievement Award, Invest in Others Awards, Honorable Mention, 2021
  • Rochester Business Journal Power 30 Banking & Finance, 2021
  • Nocon & Associates, Ameriprise Client Experience Award, 2020-2021
  • ATHENA Award® recipient , 2017
  • Financial Times Top 400 Financial Advisors, 2014, 2015, 2017, 2019
  • Ameriprise Circle of Success, 2003 to 2020
  • Ameriprise Chairman's Advisory Council, 2003 to 2013
  • Ameriprise Hall of Fame, 2012

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.