My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

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

Interests

I am the mother of a fabulous and dynamic 4.5 year old daughter named Sophia. She is in her final year of preschool and will start kindergarten in 2016. We spend time reading, coloring, and going to the zoo. I love animals, cooking, working on my house, theater, and dance. We have Chihuahua named Butch, who we spoil rotten.

Community Participation

Experience

? 18 ? 98 View scores
 
 
 

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education
  • Employee Stock Options
  • Small Business
  • Investments
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Sustainably Responsible Investing
  • Executive Compensation and Benefit Strategies

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011 - 2015

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • B.S. Business: Finance, Truman State University, Kirksville, MO

My Photos(1 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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