Advisor profile


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14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Investment Management
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life, Accident and Health

Education

  • Bachelors of Management, University of Phoenix

Awards & recognition

  • Anthology Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Forbes Best-in-State Women Wealth Advisors, 2024
  • Anthology Financial Partners, Ameriprise Client Experience Award, 2020, 2021, 2022, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2022

Honored to be recognized in Forbes

My team and I are committed to helping our clients achieve their financial goals, both today and tomorrow. Forbes has recognized this dedication by including Anthology Financial Partners on their 2023 Best-in-State Wealth Management Teams list. I’m honored, and I’d like to thank our loyal clients for making this recognition possible. I look forward to continuing our work together!

Community participation

  • Former Executive Board of Directors, Kings Daughter's Organization
  • Member of The Kings Daughter's Organization, Polly Roesch Circle
  • Former Vice President, Advisory Board Springfield Area Catholic Charities
  • Member of Christ the King Catholic Church

Interests

  • My husband and I have three children: Leeora, Charlie, and Zoey. We are very active with their school and extracurricular activities.
  • Springfield is a small, big town and I have enjoyed getting to know the community through volunteerism and different nonprofit organizations in the community since we moved here in 2007. I feel strongly about giving back to this community which has given me so many opportunities and a great place to raise my children.

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 and support for tax, estate, and 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.