Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with us, 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 or contact us for help getting started.

Contact us

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Intergenerational Planning
  • Investment Management
  • Employee Stock Options

Community participation

  • Semi-annual Food Drive Host - Foodbank of Southeastern Virginia and Eastern Shore
  • Annual Blood Drive Host - American Red Cross
  • Annual Mayflower Marathon Team - Foodbank of Southeastern Virginia and Eastern Shore
  • Annual Toys for Tots Angel Tree Host