Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Small Business
  • Retirement Planning Strategies
  • Employee Stock Options
  • Family Finances
  • Saving for Education
  • Domestic Partner Planning
  • Charitable Giving
  • Estate Planning Strategies


  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™


  • University of Chicago, Bachelor of Arts, Economics, 2001

Awards & recognition

  • Ameriprise Chairman's Award, 2008, 2009
  • Ameriprise Circle of Success, 2008-2016
  • Five Star Wealth Manager, 2014 - 2017

Community participation

New York Cares, Food Bank NYC , Live Earth, Global Green USA


  • Living in Manhattan with a fashion designer and two little rascals
  • When I retire, you will likely find me on an electric scooter cruising in Paris, France.
  • Role Model: Jack Ma, Founder & Executive Chairman of Alibaba Group (Retired)
  • “There is nothing like a dream to create the future.” –Victor Hugo
  • Vertigo by Andrea Bocelli - Song I often listen to on my way to the office
  • Favorite day of the week - Monday!

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.