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
31
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
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Retirement Income Strategies

Education

  • Bachelor of Science, 1982, Finance, Syracuse, University,Syracuse,NY

Awards & recognition

  • Ameriprise Circle of Success Diamond Ring, 2004-2010
  • Ameriprise Circle of Success - Platinum Circle, 2004-2008,2010
  • Ameriprise Circle of Success, 1993-2007, 2009-2016
  • Forbes Best-in-State Women Wealth Advisors, 2022-2023

Community participation

Christ our King and Savior, Greensboro, Georgia

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Interests

I have three children, twins Christina & Carolyne, and Grace all attending college. Carolyne is at Furman University in Greenville, South Carolina majoring in music. Christina is at Embry Riddle in Daytona Beach learning to become a commercial airline pilot and Grace is at Auburn University in Alabama following in her mom's footsteps and majoring in Finance.

My photos

4 albums
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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.