Advisor profile


My approach

I believe financial advising is not just about reaching a destination but also about keeping you as secure as possible along the way. I provide comprehensive financial planning and investment management strategies so I can help to identify potential problems before they can cause harm. While you go about living your life, you can rest assured that I strive to keep a watchful eye on your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Employee Stock Options
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP, Certified Financial Planner
  • ChFC, Chartered Financial Consultant
  • CLU, Chartered Life Underwriter
  • With Ameriprise Since 1988
  • FINRA Series 7, 24, 51 and 63

Education

  • Wells College, magna cum laude, 1988 B.A., Western European Studies

Awards & recognition

  • Barron’s Top 100 Independent Financial Advisors, 2019 - 2021
  • Forbes Best-in-State Wealth Advisors, 2019 - 2021
  • Forbes Top Women Wealth Advisors, 2020 - 2021
  • Ameriprise Chairman's Advisory Council, 2003 - 2021
  • Financial Times 400 Top Financial Advisers, 2018
  • Barron's Top 100 Women Financial Advisors, 2013 - 2021
  • Barron’s Top 1,200 Financial Advisors, 2016 - 2021
  • Five Star Wealth Manager, 2012 - 2016

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.