Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Intergenerational Planning
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investment Management
  • Charitable Giving
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • 1998 - Present Financial Advisor, Ameriprise Financial
  • 2000 - Present Registered Principal Ameriprise Financial
  • BA in Advertising - University of Kentucky
  • Series: 7, 63, 24, 51, 9, 10

Education

  • University of Kentucky, BA Advertising 1989-1994

Interests

Most of the time I'm hanging out with Kyle and the girls, traveling or working on projects of all sorts. We also like movie night with our "fur" girls Harley & Lexi.

We love scuba diving & travel, boating, entertaining and spending time with friends and family. Recently we brought home my grandfather's 1928 Model A and a '54 Chevy that we are learning about and working on so we can take them out for drives soon!

I love cooking for family and friends, practicing yoga, volunteering for a variety of organizations and hearing peoples stories.

Community participation

  • Brown Bag Lunches, Dublin, OH- packing and delivering lunches when school is out to families in need.
  • Rescue Dog Transport, OH- driving team for dogs from high risk shelters around the country to safe shelters and forever homes.
  • Parent Teacher Organization, Deer Run Elementary, Dublin, Ohio, President 2014-2015
  • Girl Scout Leader, Deer Run Elementary, Dublin Ohio, 2010-2015