My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • Spending time with Family and Friends
  • Biking, Hiking, Golf and Boating
  • History, Theology and Current events
  • Small group discussions

Community Participation

  • Big Brothers program for 10 years
  • Cornerstone Community Church

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Investments
  • Saving for Education

Awards & Recognition

  • Better Business Bureau Accredited1, 2012

Education

  • B.A. Liberal Studies, 1986 from Ambassador College in Pasadena, CA

Professional Associations

  • Spokane College Women's Association

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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My Videos(4 videos) X

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