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
  • Saving for Education
  • Insurance
  • Cash Flow Management Strategies
  • Investments
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Intergenerational Planning
  • Estate Planning Strategies
30
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • BFA™ Behavioral Financial Advisor™

Education

  • Westmont College, Santa Barbara, CA, BA Business and Economics
  • Crystal Springs Uplands, Hillsborough, CA, Middle and High School

Interests

  • Spending time with my family, friends and my 6 year old Golden Retriever, KitKat
  • Volunteering in the community
  • Art and travel - especially road trips

Community participation

Junior League of Minneapolis, Past President and Sustaining Member

Firefly Sisterhood, Executive Board Member and Mentor

Interfaith Partners and Community Outreach (IOCP), Volunteer

American Cancer Society - Relay for Life, Volunteer, Fundraiser and Key-Note Speaker

Wayzata High School #284, past PTO Treasurer and volunteer

Daughters of The American Revolution, Member

Awards & recognition

  • Five Star Wealth Manager, 2018-2021