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.

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24
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 Income Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Awards & recognition

  • Ameriprise Client Experience Award, 2020, 2023
  • Ameriprise Circle of Success, 2013, 2015, 2016, 2018, 2019, 2020, 2023
  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016 and 2018

Professional associations

  • National Association of Professional Women
  • The Women's Empowerment Network

Community participation

My office supports the Ronald McDonald House whose mission is to provide a comfortable place to stay for families of seriously ill children receiving treatment of St. Louis area hospitals. My office also volunteers at the Harvey Kornblum Jewish Food pantry which is an organization that relies on the generosity of others to make a difference in the lives of those in need. The food pantry provides food, personal care items and community resource referrals to help individuals and families through difficult times.

Interests

  • Enjoy: Hiking, Camping, and Gardening
  • Marital Status: Married; Children: 5 Step Children
  • Have Lived in St. Louis for over 30 years.

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.