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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Income Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science, 1982, Finance, Syracuse, University,Syracuse,NY

Interests

I have three children, twins Christina & Carolyne, and Grace all attending college. Carolyne is at Furman University in Greenville, South Carolina majoring in music. Christina is at Embry Riddle in Daytona Beach learning to become a commercial airline pilot and Grace is at Auburn University in Alabama following in her mom's footsteps and majoring in Finance.

Community participation

St. Benedicts Church

Pinecrest Academy

Challenge, It's a place for girls to learn about themselves by doing apostolic work and creates a positve impact on family,friends, and the world

City of Joy Foundation, group of staff,volunteers,donors and supporters, who are committed to playing an active role in the social development of Cancun,Quintana Roo

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Awards & recognition

  • Ameriprise Diamond Ring Club, 2004-2010
  • Ameriprise Circle of Success-Platinum Circle, 2004-2008,2010
  • Ameriprise Circle of Success, 1993-2007, 2009-2016