Team profile


The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Tax Planning Strategies
  • Small Business
  • Charitable Giving
  • Retirement Plan Distribution

Awards & recognition

  • Anthology Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023,2024
  • Anthology Financial Partners, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023
  • Jennifer Sylvia, Ameriprise Ultimate Digital Excellence Award, 2022, 2023

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Anthology Financial Partners on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!