Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Small Business

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Stony Brook University, MS Healthcare Administration
  • Oregon State University, MS Oceanography

Awards & recognition

  • Soundview Financial Group, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

I am excited to serve as an elected member of the Advisory Board for the Anti-Defamation League's Pacific Northwest Region. I'm also active in my faith community through Temple B'nai Torah in Bellevue, where I have served as a member of the Board of Directors and as Treasurer, in the past. Finally, I am a long-time supporter of Earthcore.

For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.

Interests

Golf - I enjoy golfing with clients and friends at Mount Si and other area courses.

Cooking - I love cooking and baking for family and friends and really getting the most out of every ingredient.

Exploring - Even as a born and bred Pacific Northwester, there are still tons of places to discover and revisit via bike, hike, and road trip.

Dilbert - I get my morning fix from my Dilbert calendar, a gift from my daughter, Erika.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.