Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Qualifications

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

Education

  • BS Economics, University of Wisconsin Milwaukee, 1985

Awards & recognition

  • Ameriprise Circle of Success, 2002-2011
  • Five Star Wealth Manager, 2013-2024
  • Ameriprise Circle of Success Diamond Ring, 2020

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.

Interests

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

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.