Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER ™ practitioner

Education

  • University of Washington Foster School of Business, B.A. in Accounting and Finance

Interests

  • I enjoy spending time with my family, friends, and working with local non profit organizations.
  • I enjoy traveling (up to 32 countries so far), practicing yoga and meditation, plays tennis, skis, bikes, and enjoys other outdoor activities.

Community participation

Food Lifeline volunteer

Northwest Harvest volunteer

Leadership Tomorrow - Class of 2010

Leadership Tomorrow Coach - Class 2011

Women Funding Alliance Member, Board of Directors 1993 - 2003

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2018, 2019