My Approach

I'll help you analyze where you are today, help you clarify where you want to be in retirement, then collaborate with you to develop a financial plan that can help create an ever-increasing level of financial independence. We'll navigate toward a point where employment may become optional – freeing you up to choose a new career path, lend your expertise to a non-profit or simply pursue your dreams.

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

Teaching money concepts is my passion.

Areas of Focus

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

Experience

25

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2012 - 2013

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • M.B.A., 1980, Business Administration, University of Missouri, Columbia, MO
  • M.S.P.H., 1980, Health Services Management, University of Missouri, Columbia, MO
  • B.S., 1974, Biology, Medical Technology, Southeast Missouri State University

My Videos

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