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My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

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Interests

  • I spend the majority of my free time with my two children.
  • Jack, 11, is in baseball and football
  • Ana, 7, is in dancing.

Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Small Business

Experience

Qualifications

  • Member, Financial Planning Association
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMASM Accredited Portfolio Management Advisor
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