28 92

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.

More...

Community Participation

  • Santa Barbara County Retirement Board
  • Fund for Santa Barbara
  • Valle Verde Continous Care Community Advisory Board
  • Santa Barbara City College Adult Ed
  • Montecito Country Club Women's Board

Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2004-2006, 2010-2011

Education

  • Professional Designation in Personal Financial Planning, 1998, UCLA

Professional Associations

  • American Society of Women Accountants
  • Financial Planning Association