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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Insurance
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Attended: San Diego State University & Seattle University

Interests

  • My family and spending a lot of time with my grandson, Troy
  • Gardening
  • Travel
  • A good conversation over a glass of wine
  • The Arts- concerts, shows, and exhibits
  • Understanding human behavior
  • Meeting new friends and clients

Community participation

  • I am passionate about animals and a large portion of my charitable giving goes toward PAWS, The Humane Society, and other local animal shelters.
  • Volunteer for Habitat for Humanity