Advisor profile


Personalized advice to help you achieve your goals

I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. 

How to get started

Areas of focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Small Business
  • Women's Financial Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelors of Science, Clarion University
  • Masters of Science, Northeastern University

Interests

I enjoy learning about and practicing native landscaping and gardening with plants and trees indigenous to the region. Why native gardening you ask? Not only are native plants interesting and beautiful. Natural landscaping doesn’t waste energy resources. Native plants are important factors in restoring and maintaining biodiversity – keeping in mind that biodiversity is important to all life on Earth – including all human life.

Community participation

Wild Ones - Promotes native plant landscaping practices to preserve biodiversity through the preservation, restoration and establishment of native plant communities.

Nature Conservancy - Works around the world to protect ecologically important lands and waters for nature and people.

The American Chestnut Foundation - Restore the American Chestnut to forests and woodlands.

American Forest Foundation - Promote stewardship and protect our nation's forests.

Awards & recognition

  • Ameriprise Circle of Success, 2011 - 2018

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.