Advisor profile

Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances


  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance


  • BS Accounting, 1996, La Roche College, Pittsburgh, PA
  • Teacher Licensure, 2003, Regis University, Colorado Springs, CO

Awards & recognition

  • Adelson Group, Forbes Best-in-State Wealth Management Teams, 2023
  • Adelson Group, Ameriprise Client Experience Award, 2022

Community participation

I am a member of Ebenezer United Methodist Church.


  • Running
  • Hiking
  • Spending time with my kids and visiting family and friends
  • Walking our dogs, Beezer and Birdie