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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
30
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

Interests

One of my proudest roles is being a Mom and this past year has been full of excitement! My son Austin Beck graduated from high school in June and was selected in the 2017 first round of the Major League Baseball draft by the Oakland Athletics. He is most excited that this platform has allowed him to give back to the community as we recently visited patients at Brenner's Childrens Hospital where the proceeds from his baseball bat sales through Anchor Bat Co. will be donated to help with children's cancer research. I could not be more proud of him reaching his goals and understanding the importance of giving back to others!

Community participation

On National Service day, we held a food drive to benefit Second Harvest Food Bank.

Sandi and I agreed to get "locked up" to raise money for MDA/ALS in November. Together we raised $1200! Check out our pictures under photos.

We had a Christmas Open House/Client Appreciation event in December to raise money for children's cancer research. We donated the proceeds to CureSearch. Lots of fun for a great cause! Check out our pictures under photos.

We continue to look for ways to assist our community and will post future community events.