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

  • 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
18
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

  • Five Star Wealth Manager, Seattle Magazine, 2012-2015