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.

Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next.

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Interests

My interests are vast and almost always surrounded by family and the core values we believe in. I love to travel with my husband of 25 years and together we have visited some of the most interesting places in the world.

Some of my fondest memories are the time spent with people of different and unique cultures during our travels. I love art and theater and trying different foods from every part of the world.

My family and my relationships with my clients are very dear to me and I consider myself lucky to have these wonderful people in my life.

Community Participation

  • Actively involved in the India Club of Metropolitan Dayton
  • Teach Indian dance and culture to children in the Dayton area
  • Member of the Social Advisory Board for the Country Club of the North
  • Member of the Greene County Volunteer Leadership Council for the American Cancer Society
  • Health Initiatives Committee Chair of the Greene County Volunteer Leadership Council for the American Cancer Society

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education

Experience

27
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Awards & Recognition

  • FIVE STAR Wealth Manager1, 2014

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Bachelor of Science in Business, Wright State University, June 1985

Professional Associations

  • DTMA

My Videos

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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.