Advisor profile


Maintain Your Wealth Through Retirement

I focus on working with clients who are seeking to maintain their income and their wealth throughout their retirement years. I'll work with you to help you manage your financial resources to help you feel more confident in your financial future and give you more peace of mind so you can look to enjoy the retirement of your dreams. I strive to deliver financial strategies for today and tomorrow through a comprehensive personalized financial planning approach built on a long-term relationship with a knowledgeable advisor.

27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science, Finance, Oregon State University, Corvallis, OR

Awards & recognition

  • Ameriprise Circle of Success, 2016-2022
  • Cascade Wealth Advisors, Ameriprise Client Experience Award, 2020, 2022

Community participation

  • Past President, Vice President, Secretary/Treasurer and Board Member, Optimist Club of Gresham

Interests

  • Avid fan of the Oregon State Beavers
  • Getaways to wherever the next dance competition or sporting event takes us!
  • Enjoy active Oregon summers; golfing, camping and sightseeing.

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.