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.


Interests

Women Empowerment, Yoga, Music, and International Politics.

Community Participation

Board Member-Parents Forum

Areas of Focus

  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Saving for Education
  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Small Business

Education

  • Masterts of Finance 2013 - Brandeis University

Files for Download

My Videos(4 videos)

View All Videos