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 Plan Distribution
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Saving for Education
  • Employee Stock Options
  • Domestic Partner Planning
  • Estate Planning Strategies
27
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
  • APMA® Accredited Portfolio Management Advisor℠
  • CLTC® Certified Long Term Care®

Education

  • BA, Colorado State University, Fort Collins, CO

Interests

  • I spend lots of my spare time on a soccer field with my boys, Keegan and Ethan.
  • My hobbies include cooking, reading, gardening, down hill skiing, weight training, yoga, mountain biking and occasional travel.
  • Our family includes Lilly the bassett hound who was rescued through the dumb friends league.

Community participation

Member of the Colorado Planned Giving Roundtable

Little London Winds Sponsor and fan

Academy Charter School Volunteer

For several years my staff and I participated in Ameriprise Financial's National Day of Service mid November. We spend the morning at the Care and Share Food Bank of Southern Colorado in Colorado Springs. We typically help in receiving and sorting food donations from local schools and businesses. Thank you to everyone who donates food on an ongoing basis.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020 - 2021
  • Forbes Top Women Wealth Advisors, 2020 - 2021
  • Ameriprise Chairman's Advisory Council, 2018-2021
  • Premier Protection Award, RiverSource Life Insurance Company, 2014
  • Ameriprise Circle of Success, 2004 - 2018
  • Working Mother Top Wealth Advisor Moms, 2018 - 2021

Professional associations

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.