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 Income Strategies
  • Family Finances
  • Small Business
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Insurance
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner
  • Chartered Retirement Planning Counselor
  • Accredited Wealth Management Advisor

Education

  • BA, University of Maryland, College Park 1996-2000
  • Personal Financial Planning, Oakland University 2005-2007

Interests

  • I love running and have completed seven marathons, several half marathons and trail runs.
  • We have a wonderfully precocious daughter, Sophie, born March 2012.
  • I have two dogs, Zoe and Ella, who are the best running partners and alarm clocks in the world.
  • I work hard to promote and support local businesses and charitable organizations.

Community participation

    • Community Sharing
    • Board Member, Carls Family YMCA, Milford, MI
    • Board Member, Treasurer, Footprints Fitness, LLC, South Lyon, MI
    • Susan G. Komen 3-Day for the Cure
    • American Cancer Society
    • Gleaner's Food Bank
    • Huron Valley Chamber of Commerce
    • Forgotten Harvest

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2018