Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. 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, we can help you feel more confident, connected and always in control of your financial life.

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


  • 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