Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Saving for Education
  • Investment Management
  • Tax Planning Strategies
  • Small Business
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®

Education

  • Bachelor of Science, Cornell University, Ithaca, NY 1993
  • Masters of Science, The American College, Bryn Mawr, PA 2004

Interests

  • I am an avid reader. We have a "Take a Book, Leave a Book" bin in our lobby for clients to exchange books.
  • I enjoy traveling with my family. We are on a quest to visit all 50 states and currently only have 2 to go.
  • Gardening is a passion of mine. Clients often leave our office with herbs, vegetables, roses, canned goods-- my pickles are quite popular!
  • I am happily married to Shane, a teacher with the Clark County School District and a third generation Las Vegas resident.
  • Volunteering and community service are extremely important to me. Our practice frequently sponsors volunteer events and we encourage our clients to join us.

Community participation

Cornell Alumni Admissions Association Network (CAAAN)

Opportunity Village, Volunteer

Awards & recognition

  • Ameriprise Circle of Success, 2019
  • Silver Pointe Wealth Management, Ameriprise Client Experience Award, 2021

Professional associations

  • Las Vegas Chamber of Commerce
  • Executive Women's Council
  • NFL Registered Player Financial Advisor
  • President's Council of Cornell Women

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.