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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Intergenerational Planning
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
20
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
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Northwestern University, B.A. 1985

Interests

If there’s one thing I can't resist, it’s an opportunity to explore culture through food and travel. Whether it's visiting a small German village with my parents -- from whence my great-grandmother emigrated, going to China and Hong Kong, where my husband has his roots, or simply picking out the ripest tomatoes at my local farmers market to make an authentic Pomodoro sauce, I love to learn about culture and its related history. My co-adventurers are my three adult children, who are always ready to try unfamiliar places and flavors. I am also active in the St. Andrews Episcopal Church choir, boating, and am penning a political thriller.

Community participation

When time permits, I teach sailing at the Center for Wooden Boats in Seattle. I sing in the choir at St. Andrew's Episcopal Church.

Awards & recognition

  • Ultimate Digital Excellence Award, 2021

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.