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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Insurance
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Small Business
  • Saving for Education
  • Family Finances
  • Charitable Giving

Awards & recognition

  • Ameriprise Circle of Success, 2006, 2007, 2008, 2009, 2010

Professional associations

  • Monroeville Area Chamber of Commerce
  • Pittsburgh Urban Magnet Project

Interests

  • I enjoy spending time with family and friends
  • I am an avid golfer, scuba diver, and sports enthusiast
  • I love meeting new people, and making new friends
  • I enjoy helping my clients achieve their financial goals

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.