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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Family Finances
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Insurance
  • Estate Planning Strategies
  • Small Business
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CFP Certified Financial Planner practictioner
  • B.S. 1993, Industrial Engineering, Oregon State University, Corvallis, OR
  • MBA, 2000, Regis University, Denver, CO

Education

  • Oregon State University, 1993 BS Industrial Engineering
  • Regis Univeristy, 2000 MBA

Awards & recognition

  • Ameriprise Client Experience Award, 2021-2023

Previous experience

  • Finance Manager/Cost Engineer, Celestica, Fort Collins, CO, 2000 - 2003
  • Industrial Engineer, Celestica, Fort Collins, CO, 1997 - 2000
  • Industrial Engineer, Tektronix, Forest Grove, OR, 1993 - 1997

Community participation

  • Volunteer with Genesis Project, Fort Collins, CO
  • Wellington Colorado, Chamber of Commerce, Past Community Development Chair

Interests

  • I love to spend time outdoors; camping, gardening, skiing
  • Keeping up with our two daughters, Freshman and Sophomore in College

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.