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My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

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Interests

In addition to helping my clients feel more confident about their financial well-being and their progress toward their financial goals, I also enjoy spending time with my loving husband, Jeremy, and our amazing son, Rowan, and our beloved Australian Shepherd, Sasha; and dedicating time to the Lake Menifee Women's Club, a philanthropic organization of which I am part.

Community Participation

  • Lake Menifee Women's Club
  • Rotary Club of Menifee
  • Menifee Chamber of Commerce

Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Experience

Qualifications

  • B.A. in Business Administation, emphasis in Finance
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • B.A., Business Administration, California State University, Fullerton, CA

Files for Download

My Photos Show Thumbnails

My loving husband, Jeremy, and me (2010).

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.