Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
9
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
  • Cash Flow Management Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Investments
  • Family Finances
  • Domestic Partner Planning

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 and Series 66 licenses

Awards & recognition

  • Five Star Wealth Manager, Washington state, 2024
  • Ameriprise Ultimate Digital Excellence Award, 2023

Professional associations

  • Association for Independent & Franchise Professionals (AIFP)

Previous experience

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

Community participation

  • Hopelink Food Bank- Bellevue,WA
  • Treehouse for Kids - Seattle, WA

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