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

  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Cash Flow Management Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA Bachelor of Arts, Economics and Management, Albion College
  • MSF Masters of Science in Finance, Walsh College

Interests

  • Spending time with family and friends
  • Staying active by running and cycling. I have participated in two half-marathons and plan to participate in more.
  • I love to travel; I try to visit a new place each year.
  • Rooting for the Detroit Lions, Tigers and Red Wings

Community participation

I am an active member in the Junior League of Birmingham, Michigan, Inc.; an organization of women committed to promoting voluntarism, developing the potential of women, and improving the community through effective action and leadership of trained volunteers. Its purpose is exclusively educational and charitable.