Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Divorce Financial Planning
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Tax Planning Strategies
  • Small Business
  • Social Security Retirement Benefits
  • Investment Management
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Charitable Giving
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CDFA® Certified Divorce Financial Analyst
  • MBA - Master of Business Administration
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 7 - General Securities Representative Examination

Education

  • University of Illinois, Champaign Urbana MBA Finance 1983
  • Purdue University, Bachelor in Clinical Psychology 1979

Awards & recognition

  • Five Star Wealth Manager, 2012-2016, 2018-2023
  • Carmel Financial Advisors, Ameriprise Client Experience Award, 2022

Previous experience

  • Franchise Owner, Financial Advisor, Ameriprise Financial, 1984 - Present

Divorce financial planning

The first professional most people think of when considering a divorce is an attorney. A financial advisor is typically not considered until after the divorce has been finalized, which can be a mistake due to the many financial complexities involved in a divorce. An industry-specific professional designation was created to address this need - the Certified Divorce Financial Analyst®. An intensive training program prepares a CDFA® to analyze and provide expertise on issues related to divorce finances. As CDFA®s, we help clients understand how their financial decisions today are going to impact their financial future.

Community participation

Purdue University Lifetime Alumni Association

Gleaner's Food Bank of Indiana Volunteer

Ronald McDonald House at Riley Children's Hospital Volunteer

Toys for Tots Collection Site and Donor

Crooked Creek Food Pantry Collection Site and Donor

Sunrise on Old Meridian Nursing Facility Volunteer

Wellbrooke of Carmel Senior Living Facility Volunteer

St. Lukes United Methodist Chancel Choir Member

Susan B Komen Race for The Cure Volunteer

Court Appointed Child Adovate

Interests

  • I love reading and experiencing good wine!
  • I am a graduate of La Varenne Culinary School - France. I love the science and the art of cooking but most of all I love watching my guest enjoy the fruits of my labor.
  • My parents taught me to garden from a very early age and from early spring to the time the grounds freeze I spend as much time as I can in my gardens. Each spring I am amazed as the ground awakes and a small tiny flower that was started from my great grandmother continues to breaks the ground and produces a beautiful blossom.
  • My family and friends have always been the top priority in my life. I love vacationing with my cousins.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.