In 2003 shortly after the death of my father, I realized my passion and life purpose was to help others effectively manage their wealth. You see just three months prior to his passing, I helped my father establish a revocable trust that allowed my mother, now in her 90’s, to keep a greater portion of my father’s estate by reducing the government’s take. While my father had several advisors who invested his money, he did not have an advisor that took a holistic approach to managing his wealth. This experience stuck with me, so several years later and twenty-one years into my work life, I became a financial advisor. However, it was not until 2014 when I joined Ameriprise, a longstanding leader in financial planning, that I was truly able to take a comprehensive approach to financial planning through goal-based advice and wealth preservation strategies.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.