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
36
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.