Advisor profile


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. 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. Request a consultation

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
23
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