About My Practice
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.
In my 11 years of experience with the same company, I find the greatest pleasure in helping young families plan for the future and serving divorced and widowed women make sound financial decisions to acheive their goals.
Experience
I began my career as a financial advisor in 2002 with Ameriprise Financial after receiving my BS in Finance from The University of Alabama. In 2006, I received the Chartered Retirement Planning Counselor designation from the College for Financial Planning. A few months later I sat for and passed the Certified Financial Planner comprehensive final exam. I currently hold both designations.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CRPC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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