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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.

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Interests

  • My passion is traveling- I visited 5 countries in 14 days!
  • I enjoy cooking and sharing recipes with other at home chefs
  • I love the outdoors, especially hiking and camping

Community Participation

  • Placer SPCA
  • Bruce Kaye Brain Tumor Foundation
  • Eureka City Schools Supporter
  • eWomen Foundation
  • Muscular Dystrophy Association

Areas of Focus

  • Family Finances
  • Small Business
  • Investments
  • Education Planning
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Charitable Giving

Experience

Qualifications

  • Bachelor of Science in Business Administration
  • Certified Fund Specialist, CFS
  • FINRA Series 7, Series 63, Series 66
  • Manages small business SEP and SIMPLE retirement plans
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Education

  • Sonoma State University, BS Business Administration, 2002

Professional Associations

  • Financial Planning Association

Files for Download

My Photos Show Thumbnails

Westlake, Grahl, and Glover Office Granite Bay, CA

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.