Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Charitable Giving
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 and Series 66
  • Series 24 - General Securities Principal Examination
  • Series 51 - Municipal Fund Securities Examination
  • Series 9 and 10 - General Securities Sales Supervisor

Interests

My Core Values are: Integrity, Family, Privacy, Autonomy & Adventure

  • My husband, Chris is the biggest blessing in my life. He’s retiring soon as an Army Major and is looking forward to his second act.
  • I love to snow ski in Colorado. I learned in my 30s and thought I was pretty good. My nephews who are 6and 10 now show me up on the slopes. They sure are cute but it’s hard to tell when they’re so far ahead of me.
  • My most unusual hobby is trapeze. It takes faith to stand on the edge of the platform and follow the plan, trusting that it will work as designed. It’s good practice to focus on the now. Not bad for the abs, either. :-)

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

2014-2019 Blue Team Member for Boys and Girls Club of Hutchinson

2014-2018 Executive Team and Founding Member for Ameriprise Woman's Empowerment Network

2011 Muscular Dystrophy Association (MDA) "Highrollers for Hope" Lock Up

Awards & recognition

  • Ameriprise Circle of Success, 2006-2010, 2012-2019
  • Protect. Grow. Give®, RiverSource Life Insurance Company, 2011-2012
  • Better Business Bureau Accredited, 2011 - 2019