Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Saving for Education
  • Family Finances
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
23
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

  • B.S. Bowie State University
  • Georgetown University Executive Certificate in Financial Planning

Interests

I enjoy:

  • Travel
  • Time with family and friends
  • Art and The Arts
  • A great Read

Community participation

  • The Maryland/DC Stock Market Game- Instructor

Taught students (ages 6 - 9) the Stock Market Game and achieved top 10 ranking nationwide .

  • Reynolds Foundation- Board of Directors

Served as past board member at the Halfway home to transition women who had been incarcerated back into the work force.

  • Women Business Owners of Prince Georges County

Served as board member.

Professional associations

  • Milliion Dollar Roundtable
  • Financial Planning Association

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.