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

  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Income Strategies
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 3 - National Commodity Futures Examination
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • B.S. Business, 1980, Economics, University of Nebraska, Lincoln, NE

Interests

Gardening | Reading | Community Activities | Family Vacations

Community participation

  • Junior League Kansas City Missouri, Sustainer
  • Centurions Kansas City Missouri, Alumnae
  • Parvin Estates, Board Member, Kansas City, MO

Awards & recognition

  • Ameriprise Circle of Success, 2011