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
18
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
  • Intergenerational Planning
  • Women's Financial Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CDFA® Certified Divorce Financial Analyst
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License
  • Series 66 License
  • Life, Accident & Health License

Education

  • University of Michigan - BBA: Marketing & Management

Awards & recognition

  • Five Star Wealth Manager, 2023

Community participation

Interests

  • Quality time with close friends and family.
  • Health and Fitness; especially cycling, Pure Barre and outdoor sports.
  • University of Michigan Football Games & other athletic sports.
  • Discovering opportunities to enhance my growth personally, professionally and emotionally/spiritually.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.