Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Wealth Preservation Strategies
  • Saving for Education
  • Estate Planning Strategies
28
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Arts Degree, University of St. Thomas, 1993

Interests

Born and raised in Minnesota, I love spending time with my large family doing pretty much anything that involves us all being together. You can catch me jogging, hiking and getting an intense workout on the Peloton. Golfing is a fun pastime I’m learning to master, and traveling is a must when time allows. Las Vegas has been home since 2002. While I am a passionate Vikings and Twins fan, I’ve since added the Golden Knights to my list.

Community participation

Girl Scouts of the USA

Three Square Food Bank

Junior Achievement of Southern Nevada

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2022
  • Ameriprise Circle of Success Hall of Fame, 2021
  • Ameriprise Circle of Success, 1997-2020
  • Carlson, Denison & Associates, Ameriprise Client Experience Award, 2020-2021

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.