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

  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Business Retirement Plans
  • Insurance
9
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

Education

  • BA Business Economics, SUNY Cortland 2010

Community participation

I serve as the Treasurer on a board of directors for the Women Business Opportunities Connection in Syracuse, NY. I became involved with this organization because it supports the success of women in business and entrepreneurs by providing educational programs and networking opportunities.

  • Women Business Opportunities Connection (WBOC)