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

  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investments
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠
  • PFS Personal Financial Specialist
  • CPA  Certified Public Accountant

Education

  • B.S.B.A., 1980, accounting, Youngstown State University, Youngstown, OH

Interests

Walking to the gym, cooking and reading.

Community participation

HP Bay Area Alumni Social Committee Chair

Treasurer, Old Mill Homeowners Association

Previous experience

  • Management, Hewlett Packard Company, Palo Alto, CA, 1984 - 2000
  • Certified Public Accountant, Seiler & Company, LLC, Redwood City, CA, 1981-1984
  • Accountant, Harshman & Company, Youngstown, OH, 1976 - 1981