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

My children, tennis, yoga and floating on the lake

Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Experience

Awards & Recognition

  • Certified Financial Planner, 20 Years

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • BA - Economics, University of Michigan

My Videos

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My Photos Show Thumbnails

Ball Game Night- HS&C Wealth Management clients enjoy food and drinks in the suite before the game

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.