Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Small Business
19
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℠
  • AWMA® Accredited Wealth Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • BFA™ Behavioral Financial Advisor™
  • CLTC® Certified Long Term Care®

Education

  • Northwestern Univerisity, B.A. Economics, 1994

Interests

I am blessed with a daughter and a son.

Interests include: snowboarding, skiing, photography and cycling of all kinds.

Community participation

Relay For Life Sponsor

Woodland Park Zoo Partner Contributor

Pacific Science Center Corporate Associate

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Barron’s Top 100 Independent Financial Advisors, 2019
  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2007, 2008, 2011, 2014-2020
  • Five Star Wealth Manager , 2012, 2014-2021

Honored to be recognized in Forbes

I’m beyond excited to share that I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021.This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals. Thank you to my clients for trusting me with your financial futures. And, thank you to my remarkable team – your dedication inspires me each and every day.

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.