Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Wealth Preservation Strategies
34
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
  • DALBAR Rated Financial Professional
  • Member, Financial Planning Association

Education

  • UCLA, BA

Interests

I am married and enjoy spending time in our backyard with our daughter and our big white Akita dog. I love to travel and we make annual trips to Hawaii, for it's lush, relaxed aloha spirit, and Deer Valley, Utah, for it's beautiful, fresh mountain air. For longer vacations, I especially like visiting the smaller towns in France and Italy where we can really immerse ourselves into the local culture. This carries over into my business where I enjoy meeting new people and finding ways to make a difference in their lives.

Community participation

Board Member of the Jones Kanaar Foundation

Revlon walk

  • Women for Wishes Society, Make a Wish Foundation

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Forbes Top Women Wealth Advisors, 2020
  • Working Mother Top Wealth Advisor Moms, 2020-2021
  • Five Star Wealth Manager, 2013 - 2018
  • Ameriprise Circle of Success, 2010, 2012, 2014-2020

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.