Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Women's Financial Strategies

Qualifications

  • Series 7, 52, 63 & 66
  • Life & Health Insurance License

Education

  • Bellarmine College, BA Bachelor of Arts Business Administration 1992-1996

Awards & recognition

  • Ameriprise Client Experience Award, 2024

Professional associations

  • Bellarmine College Alumni

Community participation

  • I served on the School Board for St Mary Academy for 6 years.
  • I served on the Finance Council for Immaculate Conception Church for 3 years.

Interests

My husband and I have been married for over 29 years and we have two wonderful adult children.

We are members of Immaculate Conception Catholic Church in LaGrange, KY.

My daughter attends Indiana Tech University in Fort Wayne, Indiana and my son graduated from Georgetown College in Kentucky in 2024.

They are both College Athletes and both play volleyball.

We are a big volleyball family, and we spend a great deal of time at tournaments and games year-round. I am their #1 Fan!

My husband works in Law Enforcement.

We have a Siberian husky dog named Timmy and a tortoise named Franklin.