Clients

What do you need? At the end of the day, there’s no other question that matters. My job is to understand you, and create a plan that reflects your goals and dreams. Sure, there are countless options in the financial world. I can sit down with you to discuss personalized strategies to help you work toward your individual goals. That’s why I'm here, and that’s just what I do.

Honored to be recognized in Working Mother

I am honored and thankful to serve each of my clients and their families now and in the future – and I’m excited to share that I’ve been recognized on Working Mother Top Wealth Advisor Moms list for 2018, an honor awarded to a select group of advisors for quality of service and success in business and ethics.
23
Years of Experience ?

My Photos(7 photo albums)

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My Videos(2 videos)

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Lexington Office Video
Lexington Office Video

Video Tour (1:47)

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You should be on vacation, not your assets
You should be on vacation, not your assets

You’ve worked hard all of your life. Shouldn’t your assets be doing the same? Find out how you can put your lazy assets to work protecting against the unexpected costs of long-term care. (2:03)

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)