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

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Insurance
  • Charitable Giving
  • Tax Planning Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Saving for Education
  • Cash Flow Management Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • MBA, 2000, The College of Saint Rose, Albany, NY
  • CFP, 2005, College of Financial Planning
  • ChFC® Chartered Financial Consultant®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BS Degree in Finance from the State University of New York at Oswego
  • MBA from The College of Saint Rose, Albany NY
  • Certified Financial Planning Professional®

Interests

Hiking

Camping

Kayaking

Gardening

Community participation

Awards & recognition

  • Ameriprise Circle of Success, 2017 & 2018