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
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Investment Management
  • Intergenerational Planning
  • Saving for Education
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • AAMS® Accredited Asset Management Specialist℠

Education

  • B.A. from North Carolina State University, 1993

Interests

I enjoy spending time with my husband, Mark, our 2 daughters and family and friends. I also enjoy reading, playing cards and NC State football games.

Community participation

Our office hosts an annual food drive to support the Food Bank of Central and Eastern North Carolina each November. Our clients and team volunteer at least annually at the Food Bank to help sort food to be distributed to help families within in our community.