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My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

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Interests

  • I love to travel at every opportunity - especially cruising
  • Spending time with my 10 nieces and nephews

Community Participation

I have a passion for helping families with children - especially obtaining affordable housing. Most of my community involvement revolves around the Rockford Area Habitat for Humanity organization. Girl Scouts also promote strong values to young women and I support their mission.

Areas of Focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Family Finances
  • Charitable Giving
  • Saving for Education

Experience

Qualifications

  • Member, Financial Planning Association
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CPA  Certified Public Accountant
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My Photos Show Thumbnails

The Northern Illinois Food Bank - Rockford location was our service project as an office this year.

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.