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My Approach

At Ameriprise Financial, we believe that taking a disciplined and integrated approach to planning for your dreams and goals is the best way to reach them. I ask targeted questions and listen closely to your answers. I provide guidance and advice, tracking your progress and helping you make adjustments to your plan as needed to ensure you stay on track.

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Interests

  • Triathlon, travel, theatre, golf, museums

Community Participation

Advocacy, Living and Mentoring After Assault (ALMAA, Inc.)

Junior Council of Children's Memorial Hospital

Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Investments
  • Cash Flow Management Strategies
  • Saving for Education
  • Tax Planning Strategies

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor
  • AAMS® Accredited Asset Management Specialist
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Education

  • Illinois State University, 2006 BS Entrepreneurship & Small Business Management

Files for Download

My Videos

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