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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.

Ameriprise Financial can help you achieve your financial objectives through a long-term relationship based on knowledgeable advice. We offer financial strategies, products and services – and we deliver them when, where and how you want them. It's your choice.

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Interests

Tennis, Pilates, Golf, Wine Tasting, Reading, Traveling.

Areas of Focus

  • Investments
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Saving for Education
  • Employee Stock Options
  • Retirement Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Education Planning
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Charitable Giving

Experience

Qualifications

  • Masters in Business Administration (MBA)
  • Chartered Retirement Planning Counselor (CRPC)
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Education

  • MBA, Pepperdine University, Graziadio School of Business Management, Malibu, CA
  • B.B.A, University of San Diego, San Diego, CA