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

  • Investments
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
24
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

  • BS, Broadcast Management, The University of Tennessee - Knoxville, Tennessee

Interests

I really enjoy and love to talk about travel, playing golf and the courses we've played. I love spending time with my family and good friends. Some of my favorite travel spots are warm beaches, Europe and taking in a lot of great spots here at home. Domestically speaking, Newport, RI, is very high on my list, as well as Skaneateles, NY, Charleston, SC, Washington State, Phoenix, and many, many others!