My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

Volunteering, gardening, Zumba, reading (Jane Austen), travel, anything New Zealand.

Community Participation

Area Leader and volunteer for Ameriprise National Day of Service, Volunteer for Artprize, Volunteer at Feeding America

Experience

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Areas of Focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Insurance

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Bachelor of Arts, 1974, Olivet College, Olivet, Michigan

Professional Associations

  • Inforum, a professional women's alliance

My Photos(2 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.

My Videos(1 videos) X