My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

  • I enjoy traveling and being outdoors.
  • Marathons
  • Skiing, Golf
  • A day well spent, is with my family!
  • Husband Ted, Children Jack (13) and Kate (11)

Community Participation

  • ABC Women's Council: Outreach Chair
  • Member of PVPV/Rawlings PTO
  • Classroom volunteer of PVPV/Rawlings
  • Fun Fund Run Classroom Liaison
19
Years of Experience ?

Client Satisfaction 4.9 out of 5 rating based on 16 reviews 98.00

Areas of Focus

  • Insurance
  • Women's Financial Strategies
  • Retirement Planning Strategies

Education

  • B.S. Degree in Accounting from North Carolina University at Charlotte
  • B.A. Degree in Finance from North Carolina University at Charlotte

Files for Download

My Videos(10 videos)

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