Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Insurance
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Business Retirement Plans
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ADPA® Accredited Domestic Partnership Advisor℠

Education

  • BS Economics, University of Wisconsin Milwaukee, 1985

Interests

My interests include spending time with my family, coaching, cycling, reading and traveling.

Community participation

For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.

Awards & recognition

  • Ameriprise Circle of Success, 2002-2011
  • Five Star Wealth Manager, 2013-2021
  • Ameriprise Diamond Ring Club, 2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.