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
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Business Retirement Plans
  • Small Business
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Registered Options Principal, Series 4, 1996
  • General Securities Representative, Series 7, 1991, 2002, 2006
  • General Securities Principal, Series 24, 1994
  • Uniform Securities Agent State Law, Series 63, 1991
  • Uniform Combined State Law, Series 66, 2006
  • Health, Life, Variable Life and Annuities License Kentucky Department of Ins.

Education

  • BA Northwood University Business Management Midland MI

Awards & recognition

  • Ameriprise Circle of Success, 2011, 2013
  • Ameriprise Ultimate Digital Excellence Award, 2022
  • Align Wealth Management, Ameriprise Client Experience Award, 2020, 2021

Previous experience

  • Chase Investment Services, Financial Advisor, Vice President, 2006 - 2010
  • Chase Investment Services, Senior Financial Advisor, 1996 - 2003
  • Banc One Securities Corporation, Stock Option Manager, Stock Trader, 1995 - 1996
  • Banc One Securities Corporation, Principal Review, 1993 - 1994
  • Dean Wiiter Reynolds, Senior Registered Sales Assistant, 1991 - 1993
  • Paine Webber, Operations Sales Assistant, 1989 - 1991
  • Corna & Co., Inc., Operations Assistant, 1988 - 1989

Community participation

Cathedral of the Assumption Soup Kitchen

Archdiocese of Louisville Multicultural Ministry Moving Toward Oneness

St. Patrick Adult Faith Formation

Dare to Care Food Bank

Interests

I love staying connected with people, nature and my faith. I enjoy bootcamp, camping, hiking and gardening. I am in a book club and find all topics interesting. We love our home in Louisville Kentucky where we enjoy a rich community of neighbors, friends and our church St. Patrick. My husband Bruce and I have four children. Our oldest son Brandon is teaching English abroad in various countries. Erich is in seminary at Kenrick-Glennon in St. Louis. Megan is pursuing a teaching degree while working in a pre-school in Pensacola and David is a senior at Trinity High School.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.