Advisor profile

What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Small Business
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 66
  • Life, Health and Variable Annuity Insurance License


  • Miami University, BA, 1986


  • I enjoy playing tennis and golf in my spare time
  • I like seeing my daughter compete in horse shows
  • Spending time with my family

Community participation

We are proud to be part of the volunteering efforts made by the following organizations. If you or someone you know is interested in volunteering with us, please call our office and speak with Charity Jordan, or email

Awards & recognition

  • Barron's Hall of Fame Advisor, 2019
  • Named to Barron’s® Top 1,200 Financial Advisors , 2015-2021
  • Ameriprise Chairman's Advisory Council, 2013-2021
  • Financial Times 400 Top Financial Advisers, 2016-2020
  • Ameriprise Circle of Success, 2011-2021

Honored to receive recognition from Barron's

I am honored and thankful to serve each of my clients and their families now and in the future - and I'm excited to share that I've been recognized by Barron's on the Top 1,200 Financial Advisors by State list for 2020, an honor awarded to a select group of advisors for quality of service and success in business and ethics.

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.