Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. 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, we can help you feel more confident, connected and always in control of your financial life.

How to get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Small Business
  • Women's Financial Strategies

Qualifications

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

Education

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

Awards & recognition

  • Ameriprise Circle of Success, 2011 - 2018
  • Ameriprise Client Experience Award, 2022-2023

Community participation

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.

LondonGrove Township (Pennsylvania) Open Space Committee - The committee’s goal is to secure the maximum feasible amountof permanently protected open space land within London Grove Township.

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.

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.