Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
13
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℠
  • CDFA®; Certified Divorce Financial Analyst®
  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Science, Arizona State University

Interests

I enjoy spending time with my family and friends, playing tennis and practicing yoga.

Community participation

HALO Animal Rescue*

Los Ojos de La Familia*

Another Way - Domestic Violence Shelter*

St. Vincent de Paul, Phoenix

Habitat for Humanity

* Donation Drops Offs Always Welcome and Appreciated!!

Awards & recognition

  • Five Star Wealth Manager, 2015-2020