Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
16
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
  • Working Mother Top Wealth Advisor Moms, 2019, 2020
  • Ameriprise Client Experience Award, 2020
  • Forbes Best-in-State Next Generation Wealth Advisors, 2019
  • Top 40 Regional Advisors Under 40, Financial Planning, 2020

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.