Advisor profile


Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Women's Financial Strategies
  • Investments
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Small Business
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • Bachelors of Science, Finance, The Pennsylvania State University, State College PA

Awards & recognition

  • Lionheart Wealth Management, Ameriprise Client Experience Award, 2022-2024