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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Intergenerational Planning
  • Investments
  • Cash Flow Management Strategies
  • Tax Planning Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFS® Certified Fund Specialist
  • CRPC® Chartered Retirement Planning Counselor℠

Education

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

Interests

I grew up on a farm in Southwest Iowa and attended the same public school from kindergarten through high school. My husband, Dave and I have two adult children - Josh and Kate - and are enjoying our "empty nest".

My Interests:

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

Community participation

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

I enjoy lending my skills and expertise to support my community. I have been part of the Sierra Vista community since 1986. Over the years I have coached little league and ponytail softball teams, helped with girl scouts, and supported several non-profit organizations as an officer.

For several years now I have been serving on the board of the Friends of the Sierra Vista Animal Shelter as their treasurer. My role allows me to help the shelter provide extraordinary medical needs.

Awards & recognition

  • Ameriprise Circle of Success, 2013

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.