My Approach

As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.

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Interests

  • I am a Master Scuba Diver and a Pilates Instructor.

Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Retirement Planning Strategies
  • Small Business

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2012, 2009

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • AAMS®  Accredited Asset Management SpecialistSM
  • CFS®  Certified Fund Specialist
  • CRPC®  Chartered Retirement Planning CounselorSM
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