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

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies
26
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
  • CLTC® Certified Long Term Care®
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Advisor Law Examination
  • Insurance License - Health/Variable/Life

Interests

I was born and educated in Australia and travel there regularly, especially now that we have a granddaughter there!

My husband Harry and I live in the Chicago area and have three children and four wonderful grandchildren. We love traveling to visit them in Colorado, South Carolina and Australia. Our children have made us proud; our son is a Lt. Colonel in the US Air Force, and our daughters a Doctor of Occupational Therapy and an Executive Manager in IT.

A passion for travel, good wine and staying fit, and currently trying to improve at cycling and golf.

I am licensed in AR, AZ, CO, FL, GA, IL, IN, MD, NC, NJ, NV, OH, PA, SC, TN, TX, WA.

Community participation

Volunteer for Northern Illinois Food Bank

Awards & recognition

  • Ameriprise Circle of Success, 2013, 2015 - 2017
  • Five Star Wealth Manager, 2012 - 2020
  • Ameriprise Client Experience Award, 2020

Previous experience

  • Merrill Lynch, August 2005 - June 2009
  • Morgan Stanley, December 1996 - August 2005

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.