My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

  • I enjoy designing in a variety of areas - interior, clothing
  • gardening, etc. It is really fun to create something out of
  • an empty yard, a few yards of fabric or different colors.
  • Arts, culture and health.

Community Participation

  • I started fund raising door to door when I was about 16 years old.
  • Over the years, I have campaigned in my neighborhood for the
  • American Cancer Society, the Leukemia Foundation, The American
  • Heart Association, The American Diabetes Association, and the
  • March of Dimes Foundation.

Experience

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Areas of Focus

  • Family Finances
  • Retirement Income Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Charitable Giving

Awards & Recognition

  • Ameriprise Circle of Success, 2014

Qualifications

  • Certified Financial Planner
  • Chartered Retirement Plans Specialist
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Education

  • University of Texas, B.S. Textiles
  • University of Minnesota, B.S. Design

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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