Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CASL® Chartered Advisor for Senior Living®
  • CLU® Chartered Life Underwriter®

Education

  • University of Iowa, Bachelor of Business Administration-Honors, 1999
  • University of Iowa, Bachelor of Arts Degree-Honors, 1999

Interests

  • I love spending time with my family and friends.
  • I enjoy traveling and discovering new cultures around the world with my husband Carlos.
  • I am an avid fan of football and tennis. I am also passionate for my alma mater The University of Iowa.

Community participation

University of Iowa Tippie College of Business 2017 Young Alum of the Year.

University of Iowa Alumni Association Board of Directors-2009-2015

University of Iowa Tippie College of Business Board of Directors-2009-2015

Claudia Marban Scholarship-University of Iowa.

Northern Illinois Food Bank.

Friends of the Orphans.

Awards & recognition

  • Ameriprise Circle of Success, 2001-2021
  • Five Star Wealth Manager, 2012-2021
  • Protect. Grow. Give, RiverSource Life Insurance Company, 2009-2013, 2015
  • Diamond Ring Club, 2014

Professional associations

  • NFLPA Registered Player Financial Advisor

Honored to receive industry recognition.

I’m honored to announce I’ve received a 2021 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professionals for the recognition.

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.