Advisor profile


What you can expect when you work with me

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

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Saving for Education
  • Tax Planning Strategies
  • Insurance
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7 and 63

Education

  • BS Bachelor of Science, Business & Entrepreneurship, University of Southern California, Los Angeles

Interests

  • Spending time with my family
  • Taking Private Pilot training courses
  • Cooking
  • Photography
  • Soccer
  • Tennis, Paddle and Racquetball
  • Traveling

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.”

Awards & recognition

  • Five Star Wealth Manager, 2021

Professional associations

  • Financial Planning Association