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. As an Ameriprise Private Wealth Advisor and franchise owner with over 25 years’ experience, I can help prepare you for whatever life brings – both the expected and unexpected. Our clients are accomplished individuals, including professionals and business owners who have worked hard to create significant assets. If you are like them, you will want to secure the financial future you deserve.
The core of my business is 1:1 financial advice. We develop a personalized plan based on your goals and needs. We conduct regular reviews of your progress and investments. In addition to comprehensive financial planning, I specialize in divorce financial planning because I know what it feels like to have your world turned upside down. I provide you with powerful data to support your case by integrating the methodology of financial planning into the divorce process.
Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control.