Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
25
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 two rescue dogs.
  • 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 five years. 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 free meal available 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.

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.