Advisor profile


My approach

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
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Investment Management
  • Charitable Giving
  • Intergenerational Planning
  • Tax Planning Strategies
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 & 66 Licensed
  • Michigan licensed for Life, Accident & Health Insurance and Variable Annuities

Education

  • 2008 University of Michigan - B.S.E. Industrial and Operations Engineering
  • 2008 University of Michigan - Minors in German, Spanish, and Global Engineering

Interests

  • Photography and art
  • Outdoor recreation (hiking, kayaking, paddle boarding, fishing, snowshoeing, etc.)
  • Travel
  • Wellness
  • Food and Cooking
  • Spending quality time - preferably outdoors - with my family and three dogs
  • My top values are: Integrity, Creativity, Achievement, Diversity, and Meaningful Work

Community participation

  • City of Marquette Public Art Commission, board member (Marquette, MI)
  • Marquette Symphony Orchestra, board member (Marquette, MI)
  • University of Michigan Upper Peninsula Alumni Group, re-establishing member
  • Eva Burrell Animal Shelter, volunteer website administrator (Manistique, MI)
  • University of Michigan Alumni Student Recruitment, county coordinator (Delta County, MI)

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.