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

  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Intergenerational Planning
  • Charitable Giving
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Sustainable and Responsible Investing
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Financial Industry Regulatory Authority (FINRA) Series 7 license
  • Uniformed Combined State Series 66 license
  • WA & CA State Securities, Health, Life, Disability, & LTC Insurance licenses
  • IL & MI State Securities, Health, Life, Disability, & LTC Insurance licenses
  • DC & VA State Securities, Health, Life, Disability, & LTC Insurance licenses
  • NC, SC,& FL State Securities, Health, Life, Disability, & LTC Insurance licenses
  • MA State Securities license

Education

  • Bachelor of Science, International Business Management, Florida Atlantic University, Boca Raton, FL

Interests

I enjoy spending time with my husband and kids. Our lives are filled with the kids activities. I hope it is keeping me young.

Community participation

We support Central Kitsap Food Backpacks 4 Kids