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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Financial Consultant, 2004
  • Chartered Life Underwriter, 2002
  • Certfied Financial Planner, 2000
  • B.S. Electrical & Computer Engineering, 1994, University of Wisconsin-Madison - Madison, WI

Interests

  • Closely following and supporting the many activities of my two children
  • Golf, running, following Hawkeye athletics
  • Spending time with my family and friends
  • Continually seeking ways to better understand myself and others

Community participation

  • Rotary International service club member
  • Iowa City Ronald McDonald House annual golf tournament fundraiser: In-Kind Gifts Committee Chairman