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 Income Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Employee Stock Options
  • Small Business
26
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
  • ADPA® Accredited Domestic Partnership Advisor℠

Education

  • B.S. Business Administration, Mary Washington College

Interests

Gardening, fishing, biking, swimming, reading

Community participation

Juvenile Diabetes Research Foundation, Central Virginia

  • JDRF One Walk Chair, 2013-2015
  • Board Member, 2011-present

Sponsor- Deep Run Booster Bash

February 27, 2016 Rockville Recreation Center

Eagle Sponsor - Midlothian Athletics Booster Association Golf Tournament

April 18, 2016 Salisbury Country Club

Richmond Business Alliance

  • member since 2012

Central Virginia Food Bank

Annual Food Drive

Financial Planning Association, Central Virginia Chapter

  • President (2012)
  • Board of Directors, 2009-2012

Business Network International, Richmond Chapter, Richmond, VA

  • Past President

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019 - 2021
  • Five Star Wealth Manager, 2012-2015
  • Ameriprise Circle of Success, 2013-2018

Honored to be recognized in Forbes

I’m beyond excited to share that I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals. Thank you to my clients for trusting me with your financial futures. And, thank you to my remarkable team – your dedication inspires me each and every day.

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.