Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

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.