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.
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.
I have 15 years of experience in the Financial Service Industry. I attended Hampton University and received a B.S. in Business Management and completed the Certified Financial Planner Education Program at Rice University. I have also received my Chartered Retirement Planning Counselor® (CRPC®) and Accredited Asset Management Specialist® (AAMS®) designations from the College for Financial Planning. Additionally, I received the professional title of Business Financial Advisor from my company.
I am currently an Associate Vice President with Ameriprise Financial in a team practice, Boston, McGill, Rumbaugh & Associates.
Awards & Recognition
- FIVE STAR Wealth Manager, 2013
- Triple Crown Award, 2008
- Outstanding Financial Advisor Award, 2004, 2005, 2010
- Financial Planning Leader Award, 2005
- Ameriprise Mercury Award, 2002
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Retirement Planning Counselor (CRPC®), A
Ameriprise Financial Services, Inc.
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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