Advisor profile


The advantages of working together online

 As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com, or contact me for help getting started.

Areas of focus

  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S. Finance, 2007, Smeal College of Business -Penn State University

Interests

  • Serving as Volunteer Director with the LOVELOUD Foundation (supporting our LGBTQ Youth)
  • Competing in the Stonewall Sports Philly leagues
  • Playing golf
  • Listening to music
  • Traveling

Community participation

For our support of the lesbian, gay, bisexual and transgender, and queer (LGBTQ) community, Ameriprise is honored to be recognized as a 2018 Best Place to Work for LGBTQ Equality by the Human Rights Campaign Foundation.

  • LOVELOUD Foundation (LGBTQ Youth)
  • KultureCity (sensory accessibility and inclusion)
  • Easterseals of Southeastern PA (families with disabilities)
  • Human Rights Campaign: Philadelphia
  • Food Bank of Delaware

Awards & recognition

  • Orth Financial Group, Barron's Top 100 Private Wealth Management Teams, 2021
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Five Star Wealth Manager, 2013, 2014, 2016 - 2021