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

  • Cash Flow Management Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Saving for Education
  • Insurance
  • Financial Strategies for LGBTQ Couples and Families
  • Family Finances
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Estate Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CFS® Certified Fund Specialist

Interests

  • I enjoy spending time with my husband Dale, our children, our grandchildren and our Bichon Frise/Lhasa Apso.
  • We like to travel, Dale and I would like to visit all of the national parks in the United States. We have visited Denali in Alaska, Grand Canyon and Everglades National Park.
  • My husband and I are very active at our church, Green Street Chapel.

Community participation