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My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

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Areas of Focus

  • Tax Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Small Business
  • Investments

Experience

Awards & Recognition

  • Ameriprise Circle of Success, 2005, 2006, 2007, 2008, 2009

Qualifications

  • Senior Financial Advisor
  • Platinum Financial Services®Practice
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU®  Chartered Life Underwriter
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Education

  • B.B.A. Western Michigan University, Marketing and Asian Studies, 1989
  • Nazan University, Intensive Japanese, 1991

Professional Associations

  • Financial Women's Association-San Francisco, President, 2007
  • FWA, Scholarship Endowment Committee Member
  • SKIRT Network - San Francisco, Co-Founder

My Videos

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My Photos Show Thumbnails

Financial Women's Association of San Francisco President - 2007

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.