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

  • Divorce Financial Planning
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Investments
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CDFA®; Certified Divorce Financial Analyst®
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BBA, Western Michigan University 1991 Kalamazoo, Michigan

Interests

Family time with my two boys is how I like to spend my free time. We love to play with our new Labradoodle, Theo! The boys and I like to downhill ski, golf, head north to the family cottage, and swim in our pool with friends. Being their mom is the best thing ever!

Awards & recognition

  • Ameriprise Circle of Success, 1999-2005

Professional associations

  • National Association of Insurance and Financial Advisors
  • Institute for Divorce Financial Analysts
  • International Academy of Collaborative Professionals
  • Collaborative Practice of Michigan

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.