Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63, 65, and 24
  • Life, Long Term Care, Disability Insurance and Variable Annuity License

Education

  • Bachelor of Science, Business Administration from the University of Northern Colorado

Interests

  • Travel
  • Golf
  • Family
  • Friends

Awards & recognition

  • Ameriprise Circle of Success, 2016, 2020
  • Ameriprise Outstanding Leader Award, 2016
  • Five Star Wealth Manager, 2012-2016
  • Five Star Wealth Manager, 2018-2019

Previous experience

  • Financial Advisor, Morgan Stanley Smith Barney, June 1994- May 2009