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

  • 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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • AEP® Accredited Estate Planner®

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, 2012-2017
  • Ameriprise Circle of Success, 2013, 2017