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
36
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
  • Retirement Income Strategies
  • Investments
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Small Business
  • Investment Management
  • Tax Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits

Qualifications

  • FINRA Series 7, 63, 65 licenses and Life, Health and Disability licenses

Awards & recognition

  • Five Star Wealth Manager, Washington state, 2021-2024
  • Ameriprise Client Experience Award, 2022-2023

Professional associations

  • Women’s Empowerment Network

Previous experience

  • Metlife Securities Inc., 1983-2016
  • Metropolitan Life Insurance Company, 1983-2016

Community participation

Interests

Animal welfare- I help support rescue dogs .

Arts & Culture-Love old history and culture support the Tacoma Museum

Children-Help with educating children about finances and help them with their FASA to go into college.

Economic empowerment-Help women to become financially independent.

Gardening- Enjoy growing my garden every year.

Enjoy spending time with my grandchildren.