Legg Mason Tower. 100 International Drive, Suite 21200 Baltimore MD United States 21202
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
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.
Areas of Focus:
Retirement Planning Strategies
Retirement Income Strategies
Saving for Education
Domestic Partner Planning
Retirement Plan Distribution
Wealth Preservation Strategies
I am licensed and registered to conduct business in MD.
Based on licenses and registrations I hold, I may also conduct business in SC, FL, OH, PA, IA, DC, MO, NJ, VA, LA, CA, MA, NH, NY, NC, TN, CT, WV.
CA Insurance #0H30533
CRPC® Chartered Retirement Planning CounselorSM
FINRA Series 7, 66
9 Years of Experience
Salisbury University, Bachelor of Science in Business Management, Perdue School of Business
Business Network International
BNI Chapter: Timonium Wednesday B
Awards & Recognition:
FIVE STAR Wealth Manager, 2012, 2013
Protect. Grow. Give.®, RiverSource Life Insurance Company, 2012
Ameriprise Financial Top Achiever Award, 2007
Ameriprise Financial Mercury Award, 2006
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.
What to expect:
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs
What to bring:
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.