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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Insurance
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans
  • Family Finances
  • Small Business
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Retirement Income Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Kutztown University, PA 1987 Business Administration

Community participation

  • 2003- Present: Volunteer and Silver Sponsor for Stefano's Annual Golf Tournament

The tournament raises funds for the Bethlehem City and Lehigh County Special Olympics and St. Judes Children's Research Hospital.

I am happy to be working with a group who have raised over $350,000 in the last 14 years.

  • 2008 - Present: Sponsor of various fund raising efforts for the Children's Home of Easton
  • 2010 : Women's 5k Classic to support women and families with breast and female cancers

Interests

  • Family - I come from a large family. My Husband and I keep busy with our 24 nieces and nephews
  • Sports - I enjoy watching a variety of Sports, e.g., College Football, NFL, Tennis
  • Travel - Domestically, I enjoy visiting friends and family in California, One of my most favorite drives is taking PCH1 (Pacific Coast Highway) from San Francisco to Los Angeles. Internationally, I love traveling through Europe.
  • Concerts - I love going to classic rock concerts

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.