Advisor profile

What you can expect when you work with me

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.

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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Family Finances
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Saving for Education
  • Business Retirement Plans


  • Series 7 License
  • Series 63 License
  • Series 65 License
  • Life, Health and Variable Annuities License


  • Central Michigan University-Bachelor of Arts Degree in Education

Awards & recognition

  • Ameriprise Circle of Success, 2015-2018

Previous experience

  • Wells Fargo Advisors Senior Vice President- Investments, 04/2005 - 11/2014
  • CITIGROUP GLOBAL MARKETS INC Senior Vice President, 08/1993 - 04/2005


Spending time with family and trying to keep up with my grandkids.