Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®

Education

  • MSFS, Masters in Financial Services from the American College in 2011
  • Master of Science and Accounting from Keller Graduate School of Management of Devry University

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2023

Interests

I love gourmet cooking.

I have a passion for dog rescues.

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.