My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
  • Charitable Giving Strategies
  • Intergenerational Planning

Education

  • University of Toledo - Bachelor Degree

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2020-2022
  • Ameriprise Ultimate Digital Excellence Award, 2022

Professional associations

  • University of Toledo Alumni Association

Previous experience

  • Wells Fargo, 2005-2016
  • Morgan Stanley, 2000-2005

Community participation

I was an active member of Rotary One (The founding Rotary Club) from 2003 through 2008 and a Paul Harris Fellow in 2005 and 2006. I also participated in an international group study exchange with South Korea in 2005 and 2006. Once I stop working, I will probably finish a nursing degree and volunteer for The WHO.

Interests

I am an avid tennis player and gardener. I am a member of Second City Tennis and have played in the league for over ten years. Sam and I have a full vegetable garden on our rooftop. I do try to golf also and enjoy it but I am a hack. If you want to look good, take me to play golf!. Sam and I also travel extensively and love to experience other cultures-- especially FOOD!

My photos

4 albums
close

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations for retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.