Putting clients first; it’s what we do
Ameriprise earned a Hearts & Wallets Top Performer™ recognition in:
We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We 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.
I have worked in the practice since 2005. I have many years of industry experience with several broker/dealers. I work closely with the private client group, and will assist you with your requests and questions. I ensure that all business is processed quickly and accurately, and that all portfolio changes are made in accordance with your decisions. I am a notary public.
I joined the practice in August 2020.
I have been in the banking a client service industry for over twenty years. I assist with all operations of the practice to ensure all clients receive excellent service. I assist with compliance of all industry and company regulations and requirements. I am fluent in French.
I started with the practice in November 2015. Connecting individuals, organizations and businesses both to the firm and to each other is a major portion of my responsibilities. I am out in the community meeting people, planning events and serving the non-profits we are involved with. I make sure Whitlock Wealth Management is in the forefront of community stewardship, financial education and accessibility to resources.
I have worked in the practice since 2001, after spending over 12 years working as Controller in the real estate industry. My responsibilities include managing all financial reporting, compliance documentation, and overseeing the day to day operations of the practice. I hold a BA in Business Administration from the University of Mary Washington. I am a notary public.
I began with the practice as a Planning Assistant in 2012. I have a Business Administration degree and a strong math background. Currently, I am assisting with client service and day to day administrative duties, including client correspondence and records management. I plan to become licensed in the first half of 2013 and I look forward to assisting you with any questions or requests.
I joined the practice in the Fall of 2018. I have 30 years of industry experience including time working at PaineWebber, Morgan Stanley, and 10 years with Ameriprise. I graduated from Salisbury State University with a degree in Business Administration/Finance.
I am an avid golfer, skier, and griller.
After you enter your information below, you will be contacted to set up a complimentary consultation.
During our initial conversation, we'll discuss your goals, how we'll work together, and the costs
associated. If you decide to work with me going forward, you can expect personalized financial
advice including investment and solution recommendations based on your goals and risk tolerance.
We'll stay connected and track your progress via ongoing meetings and digital tools. Together,
we can help you achieve your financial goals and adjust to whatever life brings.
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The initial consultation provides an overview of financial planning concepts. You will not
receive written analysis and/or recommendations.
This offer is only valid in the United States.
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An advisor will contact you to set up a complimentary meeting. During the initial conversation, you'll
discuss your financial goals, how you'll work together, and the costs associated.
Prepare for your consultation
by reviewing our pre-meeting checklist and discussion guide.
We look forward to helping you achieve your financial goals.
This offer is valid only in the United States.
The initial consultation provides an overview of financial planning concepts. You will not receive
written analysis and/or recommendations.
Your message was not sent.
We are grateful for the opportunity to work together to help you achieve your financial goals.
If you have friends or family members who have financial questions or could use a second set of eyes,
please let them know about our practice.
When you refer us, your friend will receive an
email with a link to our website where they can learn about what it’s like to work with
us and reach out for a complimentary consultation if they choose.
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your advisor. Your advisor will receive an email about your referral which will not include
contact information for your friend. Your advisor will only contact your friend if they
reach out for a consultation.
Again, I will only contact your friend if they request a consultation themselves through my website or by calling my office.
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