Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Investments
  • Family Finances
  • Domestic Partner Planning
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 and Series 66 licenses

Interests

  • My first love is my family and my amazing group of friends who have become family
  • Anything involving great food and great wine
  • Hiking and Exploring the beautiful Pacific Northwest

Community participation

Hopelink Food Bank- Bellevue,WA

Professional associations

  • Association for Independent & Franchise Professionals (AIFP)

Previous experience

  • Client Service Manager, Ameriprise Financial 2003-2017, 15 years