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

  • 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
12
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