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

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education


  • CIMA® Certified Investment Management Analyst®


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

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015, 2018, 2019, 2020, 2021, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2022

Community participation

Leadership Tomorrow - Class of 2010

Leadership Tomorrow Coach - Class 2011

Women Funding Alliance Member, Board of Directors 1993 - 2003


  • 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.