Advisor profile

What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Small Business


  • Series 63
  • Series 7 and WA state securities licensing
  • Long Term Care License and Partnership Training Acknowledgement
  • Life, Accident & Health


  • BBA, Pacific Lutheran University, Tacoma, WA

Awards & recognition

  • Five Star Wealth Manager, Washington state, 2017, 2019-2020, 2022-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

  • I participate in Bethel School District Career Days, Spanaway, WA
  • I support:

    • Gold Star Wives
    • United Way of Pierce County
    • Susan G Komen for the cure and Wounded Warrior Project through the Ameriprise Annual Giving Campaign.


  • When the weather permits, I visit our scenic Pacific Northwest waterfronts and explore specialty shops, museums and farmer markets around town.
  • Free time is spent being involved with my grandson, watching an action-packed thriller or "who done it" mystery movie, writing, and playing the clarinet.
  • I am a published author.