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 Income Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • B.A. in Business Administation, emphasis in Finance
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.A., Business Administration, California State University, Fullerton, CA

Interests

Outside of business efforts, I enjoy spending time with my loving husband, Jeremy, and our two amazing sons, Rowan and Tristan. I also take great joy in dedicating time to the Lake Menifee Women's Club, a philanthropic organization of which I am part.

Community participation

  • Lake Menifee Women's Club
  • Rotary Club of Menifee
  • Menifee Chamber of Commerce