Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Charitable Giving
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Insurance
  • Estate Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • AWMA® Accredited Wealth Management Advisor℠
    • Series 7 License
    • Series 66 License
    • CA, Life, Accident & Health

Education

  • Bachelor of Arts degree, University of St. Thomas, St. Paul, MN

Interests

Hiking, cycling, playing piano and guitar, and enjoying the ocean and the outdoors in San Diego.

Community participation

  • Volunteer at United Way
  • Volunteer at Meals on Wheels
  • Volunteer at San Diego Food Bank
  • Volunteer at Feeding San Diego
  • Volunteer judge at InvestWrite writing competition for kids
  • Volunteer at I Love a Clean San Diego

Awards & recognition

  • FIVE STAR Wealth Manager, 2013, 2014, 2016, 2017, 2018, 2019, 2020, 2021