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Get started with personalized financial advice

I want to get to know you and take a deep dive into what is important to you and your family. I’ll then brainstorm to come up with ideas and a customized action plan to help you get closer to achieving your financial goals.

My objective is to help you align your resources with your values by inspiring more confidence, helping simplify life and reducing stress.

My priority is working with families who value advice from professionals and recognize value comes at a cost. Due to the time-intensive, comprehensive and creative work we do, new families have a certain level of complexity to their finances and investable assets of at least $500,000, including unvested equity compensation. Typical families are usually within a few years of a major transition such as diversifying concentrated stock positions, a career change, divorce, retirement, widowhood or exercising stock options.

Advice to help you achieve what’s most important to you

One-to-one financial advice based on your goals and needs

We begin with what's most important to you - from goals that can include retirement or education, to a major purchase like a second home.

How to begin

1. Schedule your complimentary initial consultation

Request a Consultation
If you're interested in learning more about how I can help you meet your financial goals, schedule a complimentary initial consultation. Even if you're already working with another professional, I can give you a new perspective and answer your unaddressed questions.

Request consultation

2. Prepare for your consultation

Prepare for your consultation
Before we meet, consider these financial questions:
  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a recent event cause you to seek advice?
  • What are you looking for from a financial advisor?
  • What are you not receiving currently?
To help understand your current financial picture, I may also ask you to bring recent bank and investment statements and insurance policies.

3. Get to know me

I consider myself an ‘ideas person’. I enjoy brainstorming, both personally and professionally. I believe in progress, not perfection. I feel my strengths include creativity, problem solving, listening instead of waiting for my turn to talk, having empathy and overall trying to be a good person.

4. Meet with me

Let's Meet
During our initial consultation, we'll discuss your financial priorities and goals, how we can work together, the value I can provide, the costs associated if you decide to work with me, and next steps.

View my services and solutions

Our ongoing partnership

Our first meeting is just the beginning of an ongoing relationship. A lasting financial relationship can help you prepare for and navigate unforeseen events as they arise. After you become a client, you'll have anytime access to investments and digital tools to help you track your progress against your goals. We’ll review your goals, progress and investments regularly. Connect with us when you need to, in person, by phone or online.

I look forward to hearing from you

For more than 125 years, Ameriprise advisors like me have been helping people like you achieve their financial goals. When you’re ready, reach out to schedule your complimentary initial consultation.

Request a complimentary initial consultation