Advisor profile

My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I 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.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Domestic Partner Planning
  • Family Finances
  • Investment Management
  • Saving for Education
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠


  • Carlow University, Bachelor of Science in business administration and finance


  • Spending time with my Son (Xander) & Husband (Chris)
  • I enjoy spending time outdoors (Hiking & Camping)
  • Exercising (Running & Playing Tennis)
  • I enjoy antiquing & decorating in my free time
  • Vacationing to our family beach home in Siesta key Florida