22

My Approach

As one of Ameriprise Financial's most experienced advisors, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals. So I help each of my clients develop a strategy tailored to their unique needs and goals.

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.

More...

Interests

  • Ran the 2003 and 2005 Chicago Marathon

Community Participation

  • On the board of Chicago House
  • Past president with The Chicago Area Gay & Lesbian Chamber

Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Small Business
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Women's Financial Strategies

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2012

Qualifications

  • Certified Financial Planner TM practitioner
  • Certified Public Accountant
  • Chartered Retirement Planning Counselor
View Definitions

Education

  • Iowa State University-Bachelor of Business Administration, 1991 Accounting

Professional Associations

  • Member of Chicago Area Gay & Lesbian Chamber of Commerce
  • Member of Chicago House Board of Directors
  • Member of the Financial Planning Association
  • American Institute of CPA's
  • Illinois CPA Society