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 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 complete the form below, we will contact you to set up a no-obligation, complimentary consultation. During our meeting, we'll discuss your financial goals, the personalized advice we provide, and the costs associated. We look forward to meeting you and discussing your financial future.
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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.
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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, they 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. We look forward to the opportunity to help your friend or family members achieve their financial goals.
The person you refer will receive an email with a link to visit my website and contact me for a complimentary consultation, if they choose.
will be notified of your referral but will not receive your friend's contact information.
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