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

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Family Finances
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Charitable Giving
28
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
  • AEP® Accredited Estate Planner®
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • MBA

Education

  • Occidental College, Los Angeles, CA 1984-1988 Bachelor of Arts, Biology & English
  • University of Colorado, Denver, CO 1990-1993 MBA- Summa Cum Laude, Finance & Economics

Interests

  • I enjoy spending time with my husband and two kids
  • I run for pleasure and compete in half-marathons
  • Being part of my local community is important to me
  • I like to travel, cook, read and train my labrador

Community participation

I am an active member of National Charity League in San Diego with my daughter and we volunteer with numerous local philanthrophic organizations in providing community service and support. I enjoy working with the Helen Woodward Animal Center in Rancho Santa Fe and Rady's Children's Hospital. I am also a volunteer puppy raiser with Canine Companions for Independence, helping socialize and obedience train assistance dogs.

Awards & recognition

  • Five Star Wealth Manager, 2012-2020
  • Ameriprise Circle of Success, 2013, 2017, 2020, 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.