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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Small Business
  • Sustainable and Responsible Investing
  • Saving for Education
  • Estate Planning Strategies
  • Business Retirement Plans
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 6
  • Series 66
  • Series 63

Interests

I enjoy spending a lot of time outdoors. Some of my outdoor interests include skiing, camping, gardening, spending time in my yard and golfing. I had my first hole-in-one in 2017!

Other than being outdoors; I enjoy painting and traveling. My favorite places I've traveled thus far have been Denver, Alaska, and Norway.

I also have 3 boys, Gavin, Hudson, and Ryan, that keep me very busy!

Community participation

  • YWCA - Board of Directors