Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Family Finances
  • Saving for Education
  • Wealth Preservation Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • National - Louis University BA in Management, 2010
  • Nowy Sacz School of Business-National Louis University Master's in Strategic Management (MSM), 2012

Interests

  • Good book - I read not only financial reports but also good fiction, my favorite author is Ken Follett.
  • Trying new cuisines and recipes is a big hobby of mine.
  • Travelling - I am always excited about discovering places and learning something new. I believe there is always room for improvement not only in our finances but also in our personal lives.

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.