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
37
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
  • 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 Best-in-State Wealth Advisors, 2021
  • Forbes Top Women Wealth Advisors, 2020, 2021
  • Ameriprise Client Experience Award, 2020
  • 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.