Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Sustainable and Responsible Investing
  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • CSRIC® Chartered SRI Counselor
  • Local Government Manager, Economic Developer and Board Member: 12 years.
  • Human Resources Consultant/Manager: 12 years. Specializing in Benefits Plans.
  • Adjunct Faculty: Siena Heights University, Public Sector Budgeting and Finance.
  • Adjunct Faculty: Oakland University, Public Sector HR in MPA Program.

Education

  • Master of Public Administration, 1994, Oakland University, Rochester, MI
  • BA in Public Policy, 1985, James Madison College at Michigan State University

Awards & recognition

  • Ameriprise Client Experience Award, 2021 - 2022

Professional associations

  • James Madison College Alumni Association
  • Southeast Michigan Sustainable Business Forum
  • US Green Building Council, Detroit Regional Chapter

Community participation

    • Member, Sierra Club.
    • Member, The James Madison College Alumni Scholarship Committee.
    • Member, United States Green Building Council, Detroit Regional Chapter.
    • Member, Southeast Michigan Sustainable Business Forum.
    • Former Board Member, Six Rivers Regional Land Conservancy.
    • Former Board Member, Women's Survival Center of Oakland County.

Interests

  • I enjoy nature, hiking, gardening, bird-watching, photography and the Great Lakes.
  • I like Michigan wineries and breweries.
  • I like local and Michigan history, art, culture, museums, and National Public Radio.
  • I am concerned about matters of environmental justice, social justice, and the impact -- either positive or negative -- that business can have on those issues. These values influence the way I do business and the client I seek to serve.