Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • MBA, University of Phoenix, 2014

Interests

  • Family
  • Music (Singing, Piano Playing, and Production)
  • Historical Documentaries
  • Community Involvement
  • Helping Others

Community participation

Serving on as a Board Member of the Canby Area Chamber of Commerce since 2018, has provided me a reward understanding of how important it is to give back to the community. My most meaningful contribution came through the Diversity and Inclusion Committee, as it provided some needed focus on how important "all voices" need an acknowledgement and purposeful engagement.

Our Chamber – Canby Area Chamber of Commerce

Previous experience

  • BRANCH MANAGER AND WEALTH MANAGEMENT BANKER, U.S. BANCORP INVESTMENTS, INC., TUALATIN, OREGON, 2014-2020
  • LICENSED RELATIONSHIP MANAGER, KEY INVESTMENT SERVICES LLC, TUALATIN, OREGON, 2013-2014
  • LICENSED RELATIONSHIP BANKER,J.P. MORGAN SECURITIES LLC., WILSONVILLE, OREGON, 2012-2013
  • LICENSED RELATIONSHIP BANKER, CHASE INVESTMENTS SERVICES CORP., WILSONVILLE, OREGON, 2012-2012
  • LICENSED FULL SERVICE INSURANGE AGENT, FARMERS FINANCIAL SOLUTIONS, LLC, WEST LAKE VILLAGE, CA., 2004-2005