Advisor profile


Personalized advice to help you achieve your goals

I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. 

How to get started

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
19
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

Education

  • B.A. with honors, University of California, Berkeley

Interests

I am the proud mother of two wonderful children, Charlotte and Nicholas. And married to my great husband Geoffrey Hendrey, a software architect. My family and I enjoy swimming, hiking, spending time outdoors and traveling.

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020
  • Working Mother Top Wealth Advisor Moms, 2020
  • Five Star Wealth Manager, 2020 to 2021
  • Better Business Bureau Accredited, 2021

Previous experience

  • Senior Vice President, UBS Financial Financial Services, 2010-2020
  • Second Vice President, Morgan Stanley Smith Barney, 2009-2011
  • Second Vice President, Citigroup Global Markets, Inc., 2007-2009
  • Assistant Vice President, Bank of America Investment Services, 2006-2007
  • Financial Services Professional, Charles Schwab, 2003-2006

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.