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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Insurance

Qualifications

  • CDFA® Certified Divorce Financial Analyst

Awards & recognition

  • Ameriprise Circle of Success, 2017-2020, 2023
  • Five Star Wealth Manager, 2018-2023
  • Forbes Top Women Wealth Advisors, 2020
  • Forbes Best-in-State Women Wealth Advisors, 2022-2024

Professional associations

  • American Business Women's Association
  • Rotary

Community participation

Rotary

American Business Women Association

Chamber member