Advisor profile


Envision your retirement

No two retirements look the same. What will yours be like? The Ameriprise® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Investments
  • Women's Financial Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Insurance
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies

Education

  • Series 7, Series 63, Series 66 and Life, Accident and Health

Awards & recognition

  • Financial Times 401 Top Retirement Advisers, 2017
  • Ameriprise Client Experience Award, 2023

Professional associations

  • Financial Advisor IQ Leadership Council
  • Society for Human Resource Management (SHRM SWFL)

Previous experience

  • Financial Advisor, Honesdale National Bank, Honesdale PA, 2000-2005
  • Teller, Head Teller, Customer Service, Trust Dept Administrative Asst, The Dime Bank, Honesdale PA, 1989-2000

Interests

I am the type of person who enjoys the simple things. I enjoy watching the sun rise and set...and as it does, I feel a sense of calm and happiness as I watch the art transform in front of me. Minute by minute, as the sun moves, the artwork in the sky is so peaceful to watch. Many of my friends and clients we'll hear me say, "don't forget to look up and smile".

My family is a big part of my life. I am proud to have both my daughter and son working with me at Ameriprise. I learn from them as much as they learn from me. Together, along with Jill, we make a great team which truly cares about the clients we serve.