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My Approach

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

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Interests

  • My husband and I enjoy golf, travel, reading, cooking together, Seattle Storm basketball games, and working out to stay fit.

Community Participation

Member of the Executive Women's Golf Association since 2000. My husband and I support the following charities and non-profit organizations: SeaTac USO chapter, Seattle's Union Gospel Mission, Smile Train, Kent Food Bank, Special Olympics Washington, Seattle Symphony Chorale, Boeing Employees Good Neighbor Fund, Boys and Girls Club Renton/Skyway, Helping Hands for the Disabled, Toys for Tots, and the Renton Technical College. I serve on the Board of Directors for the Renton Technical College Foundation.

Areas of Focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Family Finances
  • Saving for Education
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • CLU®  Chartered Life Underwriter
  • Member, Financial Planning Association
  • Master of Business Administration
  • Bachelor of Science Degree
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Education

  • M.B.A., Miami University, 1984
  • B.S.L.H.R., The Ohio State University, 1982

Files for Download

My Videos

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My Photos Show Thumbnails

2012 Charity Golf Event to benefit Children's Therapy Center at Good Samaritan.

Photo Albums

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.