Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • RFC® Registered Financial Consultant

Education

  • BA, Economics, Political Science, The University of Arizona, Tucson, Arizona

Interests

  • I love to be active and in particular enjoy running, cycling, and working out.
  • I spend the majority of my free-time with my two girls (Sophia & Samantha). In the summer you can find us spending time outside in our pool and grilling with friends.

Community participation

Sponsor of:

Leukemia and Lymphoma Society

American Heart Association

Alzheimer's Association

Susan G. Komen Foundation

Awards & recognition

  • Five Star Wealth Manager, 2014 -2021
  • Protect. Grow. Give Award 'RiverSource Life Insurance Company', 2011, 2012, 2013
  • Premier Protection award, RiverSource Life Insurance Company , 2014
  • Forbes Top Women Wealth Advisors, 2020, 2021
  • Forbes Top Next-Generation Wealth Advisors, 2018, 2020, 2021
  • Working Mother Top Wealth Advisor Moms, 2019, 2020, 2021
  • Aisiri Wealth Advisors, Ameriprise Client Experience Award, 2020-2021
  • Forbes Best-in-State Wealth Advisors, 2022
  • Forbes Best-in-State Next Generation Wealth Advisors, 2019
  • Top 40 Regional Advisors Under 40, Financial Planning, 2020, 2021
  • Forbes Best-in-State Women Wealth Advisors, 2022

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2022 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the exceptional service you provide to all of our clients.

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.