
Owner, Financial Advisor, Ameriprise Financial
Greensboro/Winston-Salem, North Carolina Area

Owner, Financial Advisor, Ameriprise Financial
Greensboro/Winston-Salem, North Carolina Area
My goal is to empower my clients with a solid, actionable financial plan to allow them to enjoy an active and successful retirement — on their own terms. I will put my experience to work for you developing investment, tax planning and estate planning strategies — all aimed at maintaining your financial independence and lifestyle. You've worked hard. Now, as retirement approaches, it's your turn to redefine the second half of your life.
Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.
More people come to Ameriprise for financial planning than any other company.1
An Ameriprise-associated financial advisor franchise
I am licensed and registered to conduct business in NC. Based on licenses and registrations I hold, I may also conduct certain business in CO, FL, GA, OH, SC, VA, WV.
Areas of Focus: Investment Advice, Income Tax Planning Strategies, Retirement Planning Strategies, Small Business, Domestic Partner Planning, Protection and Insurance, Estate Planning Strategies, Charitable Giving, Saving for Education, Asset Allocation, General Financial Planning.
Workplace Financial Planning as an employee benefit.
(Public Company; amp; Financial Services industry)
October 2002 — Present (6 years 10 months)
Sleep, golf, laughing with friends while they're laughing AT me!
American Business Women's Association (ABWA), past President
Junior League of Greensboro (Volunteer), InvestWrite Essay Judge (Grades 4 - 12).