My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Insurance

Education

  • Attended: San Diego State University & Seattle University

Awards & recognition

  • Five Star Wealth Manager, Washington state, 2021 - 2023
  • Soundview Financial Group, Forbes Best-in-State Wealth Management Teams, 2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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

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

My photos

1 albums
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Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.