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
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Intergenerational Planning
  • Investments
  • Cash Flow Management Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • BFA™ Behavioral Financial Advisor

Education

  • Southwestern Community College-AS degree in Accounting (1981)

Awards & recognition

  • Ameriprise Circle of Success, 2013
  • Ameriprise Ultimate Digital Excellence Award, 2021

Interests

I grew up on a farm in Southwest Iowa and attended the same public school from kindergarten through high school. I married my high school sweetheart, Dave, and we have two adult children - who each married wonderful spouses. In November of 2021, we relocated to Chino Valley, AZ to be closer to our children and grandchildren. We are enjoying our time with them and the six grandchildren they've added to the family beginning in 2016.

I now work 100% virtually with clients from our home.

My Interests:

  • Assembling and displaying jigsaw puzzles
  • Painting
  • Camping
  • Reading
  • Music
  • Woodworking
  • Genealogy

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.