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
  • Women's Financial Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
26
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®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CPA  Certified Public Accountant

Education

  • Bachelor of Business Administration, James Madison University, Harrisonburg, VA

Interests

A great day is spending time with my husband, Charlie, and our sons, Tommy (age 18) and Jonny (age 16). Whether we are escaping to the outdoors, relaxing at the beach or participating with Boy Scout events, I treasure our time together as a family. Travel is a passion of mine and some of my favorite trips were to the Matterhorn, the Amalfi Coast and Canada. I also enjoy spending time supporting the community with Feeding America by volunteering at the Blue Ridge Area Food Bank.

Community participation

Bazaar Committee member, Finance Council member, and parishioner, St. Francis of Assisi Roman Catholic Church, Staunton

Feeding America Volunteer, Blue Ridge Area Food Bank

Awards & recognition

  • Ameriprise Circle of Success, 2018-2020
  • Working Mother Top Wealth Advisor Moms, 2017, 2019
  • Forbes Top Women Wealth Advisors, 2020

Honored to be recognized in Forbes

I’m proud to announce that I’m one of Forbes Top Women Wealth Advisors for 2020. This award spotlights top advisors across the U.S., and I’m honored to be recognized. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!