11

My Approach

Today, it’s natural to have questions about your retirement, even if you’ve saved and planned for it. With our exclusive Confident Retirement® approach, we’ll help you find answers and take the first step toward creating a road map to the future you want. We’ll talk through the four basic principles of retirement:

  1. (1) Covering essential expenses
  2. (2) Ensuring your lifestyle
  3. (3) Preparing for the unexpected
  4. (4) Leaving a legacy

And I’ll help you make adjustments as needed so you can retire on your terms.

More...

Interests

  • I enjoy traveling and I have been to more than 40 countries and 40 states.
  • Digital scrapbooking and playing with my kids are fun for me.
  • We have 2 kids, Eva (8) who is autistic, and Kelvin (5).
  • I enjoy cooking, wine tasting, reading, birdwatching, and downhill skiing.

Community Participation

  • I am a member of a local chapter of PEO.
  • I have judged for SIFMA Foundation's national student essay competition, InvestWrite
  • I recently taught classes for Junior Achievement.

Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Saving for Education

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
View Definitions

Education

  • Colorado State University, Bachelor of Science in Business Administration

Professional Associations

  • Financial Planning Association

Files for Download

My Videos

More...

My Photos Show Thumbnails

Visiting Goreme's Open Air Museum in Cappadocia.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.