Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Small Business
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • BS, Mass Communications, Minnesota State University, Mankato, Mankato MN

Awards & recognition

  • Five Star Wealth Manager, 2021-2024
  • Gentlestone Wealth, Ameriprise Client Experience Award, 2020-2022

Previous experience

  • Ameriprise Financial - Manager Franchise Engagement and Recruiting, 2015-2019
  • Modera Wealth Management - Financial Advisor, 2015
  • Creative Financial Group - Financial Advisor, 2014-2015
  • Guardian Life Insurance - Sr Sales Training Specialist, 2012-2014
  • Ameriprise Financial - Sr Field Training Leader, 2004-2012

Community participation

  • BW NICE - Lehigh Valley Chapter
  • The Greater Lehigh Valley Chamber of Commerce
  • The Guild of Clinton
  • Hunterdon County Chamber of Commerce
  • Room to Read NJ Chapter

Interests

  • I enjoy spending time with my husband Roger, children Liam and Audrey and our two rescue dogs Dexter & Gotham
  • I love to travel and experience new places with my family.
  • I'm a book lover and history geek who can often be found with a lot of books in progress and a trip planned to Gettysburg regularly.
  • As a breast cancer survivor, I am committed to spreading the word on early detection and giving back where I can.
  • Health is important to me, so I spend time doing weightlifting, barre and spin classes. I'm also always looking for healthy kid-friendly recipes.
  • As a wine lover I enjoy checking out local vineyards with friends.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.