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.

Get started
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
  • Investments
  • Family Finances
  • Tax Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • LUTCF® Life Underwriter Training Council Fellow℠

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2023

Community participation

  • Enjoy coaching youth sports

Interests

  • Beginner guitar player
  • Spending time with my wife and 2 sons
  • Big sports fan