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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER ™ practitioner
  • CIMA® Certified Investment Management Analyst®

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