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
32
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
  • Forbes Best-in-State Wealth Advisors, 2019 - 2020
  • Forbes Top Women Wealth Advisors, 2020
  • Ameriprise Chairman's Advisory Council, 2003 - 2019
  • Financial Times 400 Top Financial Advisers, 2018
  • Barron's Top 100 Women Financial Advisors, 2013 - 2019
  • Barron’s Top 1,200 Financial Advisors, 2016 - 2020
  • Five Star Wealth Manager, 2012 - 2016