Advisor profile

My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

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


  • CRPC® Chartered Retirement Planning Counselor℠


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


  • 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

  • Ameriprise Circle of Success, 2004-2019