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

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Intergenerational Planning
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Gustavus Adolphus College, St. Peter, Minnesota BA Business

Interests

  • My children, Erik and Katie
  • Visiting and supporting my aging parents in Arizona
  • Spending time and traveling with family and friends
  • Entertaining my neighborhood Gourmet Group
  • Volunteering and charity work

Community participation

  • Women of The Woodlands
  • The Woodlands Area Economic Development Partnership
  • Yes to Youth - Montgomery County Youth Services
  • Angel Reach

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2022
  • Ameriprise Circle of Success Diamond Ring, 2020
  • Forbes Best-in-State Wealth Advisors, 2022
  • Ameriprise Circle of Success, 2004-2020
  • Kristin L Young & Associates, Ameriprise Client Experience Award, 2020-2021
  • Forbes Top Women Wealth Advisors, 2021

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.