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My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

  • Working out and playing golf in Florida and Colorado
  • I walk my Samoyed and Terrier mix dogs daily
  • I have traveled to Europe, London and Israel

Community Participation

  • I am a member of lgbt Chamber of Commerce
  • I volunteer with Divine Feline; I am a caretaker for feral cats

Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Charitable Giving

Experience

Qualifications

  • Masters of Business Administration - University of Denver, 1997
  • University Wisconsin - Madison, BA, 1983
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Professional Associations

  • GLBT Chamber of Commerce

My Videos

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.