Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Saving for Education
  • Investment Management
  • Tax Planning Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CMFA® Certified Military Financial Advisor®

Education

  • Bachelor of Science, Cornell University, Ithaca, NY 1993
  • Masters of Science, The American College, Bryn Mawr, PA 2004

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022
  • Silver Pointe Wealth Management, Ameriprise Client Experience Award, 2021
  • Ameriprise Circle of Success, 2018

Professional associations

  • Las Vegas Chamber of Commerce
  • Executive Women's Council
  • NFL Registered Player Financial Advisor
  • President's Council of Cornell Women
  • Million Dollar Round Table
  • Ameriprise National Franchisee Advisory Council (NFAC)

Community participation

Cornell Alumni Admissions Association Network (CAAAN)

Opportunity Village, Volunteer

Interests

  • I am an avid reader. We have a "Take a Book, Leave a Book" bin in our lobby for clients to exchange books.
  • I enjoy traveling with my family. We are on a quest to visit all 50 states and currently only have 2 to go.
  • Gardening is a passion of mine. Clients often leave our office with herbs, vegetables, roses, canned goods-- my pickles are quite popular!
  • I am happily married to Shane, a teacher with the Clark County School District and a third generation Las Vegas resident.
  • Volunteering and community service are extremely important to me. Our practice frequently sponsors volunteer events and we encourage our clients to join us.

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.