My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Community Participation

  • Rotary Club of Washington, DC
16
Years of Experience ?

Client Satisfaction 4.9 out of 5 rating based on 30 reviews 98.00

Areas of Focus

  • Small Business
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Cash Flow Management Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

  • M.S., 2002, Applied Economics and Finance, Copenhagen Business School, Copenhagen, Denmark

Files for Download

My Videos(5 videos)

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