Advisor profile


My approach

Based on my unexpected life experiences I believe that I am a product of financial planning. This feeling deeply motivates me when working with my clients. I look to be unbiased, diligent, and thorough. I strive to be an advocate who listens and a voice of reason.

Comprehensive financial planning is about creating solutions and preparing for the puzzles that may come as life changes. I believe a financial advisory relationship should uncover your financial strengths and vulnerabilities, supply realistic strategies and provide encouragement along the way. Together we can pursue your goals and look to turn them into memorable life experiences.

22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Saving for Education
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.A. in Economics and Business Management, Albion College, 2002

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2022-2024
  • Nelson, Kellmann & Associates, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Ameriprise Circle of Success, 2015-2022
  • Ameriprise Client Experience Award, 2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Five Star Wealth Manager, 2014-2016, 2018-2023

Community participation

There is no stopping until a cure is found. The Karmanos Cancer Institute is a unique, integrated center of research, patient care and education, dedicated to the prevention, early detection, treatment and eventual eradication of cancer. #raceforthecure

I am proud to also support the following organizations:

* Reading is Fundamental

* American Red Cross

* Growing Hope

* Girls on the Run

* Ele's Place

* Ann Arbor Summer Festival

Interests

Finding the best version of myself is a process therefore I strive to keep my options unlimited. At the top of my interests list is traveling. Each destination provides me with a new perspective. I am an avid reader and I take piano lessons. I use running and meditation to clear my mind and keep me grounded in what matters most.

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.