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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
23
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

Education

  • BA, history & English, Case Western Reserve University, Cleveland, OH

Interests

  • I am married to Wayne, and we currently share our home with a rescue dog.
  • I keep adding to my travel bucket list--tell me about your favorite vacation!
  • I love attending theatre and live music concerts.

Community participation

  • I have been a trustee at Shenandoah Valley Westminster Canterbury for the past three years and will start my second term in July. I serve on the Finance committee and attend full board meetings.
  • With my sister, I am a team leader for First Presbyterian Church's Jubilee Kitchen, a weekly meal open to all in the community.
  • I have been a regular volunteer for Winchester Area Temporary Thermal Shelter (WATTS) week at FPC since the program began in 2010.