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

  • Family Finances
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Charitable Giving
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 6, 7, 63 and 65 Securities Registrations
  • Life, Variable Life, Disability Income and Long Term Care Insurance Licenses
  • CLTC® Certified Long Term Care®

Education

  • BA, English, University of Washington, Seattle, Washington

Interests

Good food:I love to experiment with food from all over the world and have the privilege of cooking for students at UW's Covenant House at least once each quarter.

Great culture:  Season subscriber at the Seattle Rep (where I met my husband), member of and active participant in  the Seattle International Film Festival, volunteer with the PNW Great Books Institute.

Family and friends:I have been blessed with a large and diverse extended family who laugh often and support each other when times are tough.  I am also actively involved with my church family at Queen Anne Lutheran and my sisters in business at the Women's Business Exchange.

Community participation

Ameriprise National Day of Service: November 14, 2014

Seattle Repertory Theatre season: September 25, 2015 - May 22, 2016

Seattle International Film Festival: May 19 - June 12, 2016

Pacific NW Great Books Institute: June 24- 26, 2016

Silver Sponsor, Women's Business Exchange