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

  • Family Finances
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Intergenerational Planning
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Insurance
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CDFA®; Certified Divorce Financial Analyst®
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 License
  • Series 66 License
  • Life, Accident & Health License


  • University of Michigan - BBA: Marketing & Management


  • Quality time with close friends and family.
  • Health and Fitness; especially cycling, circuit training and outdoor sports.
  • University of Michigan Football Games & other athletic sports.
  • Discovering opportunities to enhance my growth personally, professionally and emotionally/spiritually.

Community participation

Awards & recognition

  • Ameriprise Client Experience Award, 2021