Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Charitable Giving
  • Investments
  • Insurance
  • Saving for Education
  • Retirement Income Strategies

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Previous experience

  • Financial Paraplanner, Ameriprise, 2010-1013
  • Marketing Consultant, 2008-2010
  • Marketing Manager, RiverSource Insurance, 2002-2007
  • Project Manager and Sales Support, American Express Financial, 1993-2002

Interests

When I'm not in the office, I love spending time with my husband and our daughters. We love traveling and experiencing different places and cultures.

I enjoy being outdoors doing anything active, especially if it's followed by a great meal with friends and/or family.

I also enjoy volunteering in my community.