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

  • Investment Management
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Women's Financial Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Saving for Education
  • Insurance
17
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
  • CRPS® Chartered Retirement Plans Specialist℠

Education

  • M.M. Master's in Music Performance at the University of Nevada, Reno
  • B.M. Bacholor's Degree in Music Performance at California State University, Northridge

Interests

Regular music performer in the percussion section with the Reno Phil and Reno Chamber Orchestra.

Amateur Athlete in the areas of Triathlon, cycling, swimming, half marathons, and marathon running

Alumni of University of Nevada, Reno

Adventure and World Traveler

Animal lover and caretaker

Porsche Enthusiast

Disney fan

Community participation

Taking an active role in giving back to the community is a high priority for me. I serve on various boards, volunteer regularly for several non-profits, and sponsor organized events throughout the year. I believe giving back to causes we believe in is an important part of having a thriving community.

Awards & recognition

  • Ameriprise Circle of Success, 2020

Previous experience

  • Financial Advisor - Morgan Stanley, 2005 to 2019

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.