Advisor profile


What you can expect when you work with me

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.

Get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Intergenerational Planning
  • Charitable Giving
  • Small Business
  • Estate Planning Strategies
  • Family Finances
  • Tax Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 9 - General Securities Sales Supervisor - Options Module Examination
  • Series 10 - General Securities Sales Supervisor - General Module Examination
  • Series 31 - Futures Managed Funds Examination
  • Series 66 - Uniform Combined State Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • American Society of Equine Appraisers / Certified Equine Appraiser
  • University of Illinois at Chicago / Masters 2001-2003
  • Hope College / Bachelors, Social Work 1997-2001

Awards & recognition

  • Ameriprise Circle of Success, 2014, 2016
  • Ameriprise Outstanding Leader Award, 2014
  • Ameriprise Ultimate Digital Excellence Award, 2023

Previous experience

  • Investment Executive, Fifth Third Securities, Chicago, IL, 2006-2008
  • Financial Advisor, Merrill Lynch, Chicago, IL, 2005-2006
  • Director of Communications, Alderman Manny Flores, Chicago, IL, 2003-2005

Community participation

    • Purdue University Northwest, Head Coach Equestrian Team
    • Purdue University Northwest, Clinical Professor

Interests

I am an equine enthusiast and nature lover. I enjoy time with our horses and in the Duneland communities of Northwest Indiana where we reside. I've written a book about corporate reflections with horses and their herds, I have a massive garden, I love teaching and riding and I'm currently working on a project for riding horses on the beach at the new National Park in the Dune!