Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Licenses - Series 7, 66

Education

  • MBA Finance and Economics, Distinction, Quinnipiac University. Hamden, CT
  • BS Electrical Engineering, The Ohio State University. Columbus, OH
  • E.L. Bowsher High School. Toledo, OH

Interests

  • Spending time with my children
  • Investor's Business Daily
  • Running Half Marathons
  • Chess

Community participation

Food Drive Volunteer for Mercy Learning Center www.mercylearningcenter.org

Evans Scholars Foundation Sponsor www.wgaesf.org

Awards & recognition

  • Ameriprise Client Experience Award, 2020