My Approach

My clients are busy, successful people. I help them maintain their financial focus so they can achieve the financial goals that are most important to them and their families, both now and in the future.

Ameriprise Financial can help you achieve your financial objectives through a long-term relationship based on knowledgeable advice. We offer financial strategies, products and services – and we deliver them when, where and how you want them. It's your choice.

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Interests

  • Owner of non-profit petting farm.
  • Author of youth mystery novel.
  • Musician.
  • Enjoy crafts, gardening, and walking.
  • Enjoy reading.

Community Participation

  • Adopt A Road volunteer
  • Coordinator for Port Huron Presbyterian Church Singles Group
  • Merit Badge Counselor for Boy Scouts of America

Areas of Focus

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

Experience

16
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Awards & Recognition

  • FIVE STAR Wealth Manager1

Qualifications

  • CERTIFIED FINANCIAL PLANNER Practitioner
  • Chartered Financial Consultant
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Education

  • Kalamazoo College, BA in Economics

Professional Associations

  • Financial Planning Association
  • Sterling Heights/Utica/Shelby Chamber of Commerce

Files for Download

My Videos

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My PhotosShow Thumbnails

Craft items I made recently include needlefelted picture using my own sheep's fleece, felted necklaces,felted earrings, woolly vases, goats milk soaps

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.