Advisor profile


My approach

My mission is to help you understand how to achieve financial freedom.

By showing you tried and true wealth building strategies, I support successful achievement of your full potential. This begins with developing goals, so you know where you want to go. Once I understand your goals, I thoroughly analyze your current financial situation. With that in mind I help you lay out a logical step by step path illustrating how to get from where you currently stand to reaching your own specific goals. This process allows you to gain the confidence you need to achieve what is important to you.

My staff and I are available for both in-person and virtual meetings to discuss any questions you have. Our connection is helpful in striking a balance between your goals for the future and living your life for today.

To help you get a clearer sense of who I am, I’ve listed my most important values here:

  • Love
  • Acceptance
  • Collaboration
  • Connection
  • Humility
  • Integrity
  • Health
  • Intelligence
  • Achievement
  • Confidence
  • Loyalty
  • Courage

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP
  • CRPC

Education

  • BA, University of California - Berkeley, CA
  • MLA, California State Polytechnic University, Pomona, CA

Interests

  • Swimming
  • Gardening
  • Home Renovation
  • Reading

Community participation

Food Gatherers, Ann Arbor, MI

Child Care Network, Washtenaw County, MI

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.