Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Family Finances
  • Domestic Partner Planning
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Life, Health, and Variable Annuity License

Education

  • Bachelor of Arts, University of Minnesota, 2009

Interests

  • My greatest passions are helping the community, traveling, food, and living a healthy, active life!
  • As a former GED tutor, I believe strongly in education and providing resources for children to have access to education. As a result, I am an active volunteer at Sunshine Acres in Mesa, an organization that focuses on providing resources and education to orphaned children.
  • Originally from Minnesota, I enjoy most activities outdoors, regardless of weather! You can find me playing tennis, hiking, biking, skiing (water or snow), and spending time with family and friends.

Community participation

Sunshine Acres of Mesa, Arizona

Feed My Starving Children

Awards & recognition

  • Ameriprise Circle of Success, 2018
  • Ameriprise Outstanding Leader Award, 2018