Advisor profile


My approach

Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and my background in retirement planning, I help my clients and their dependents take full advantage of their Social Security benefits. I collaborate with my clients to provide personalized, goal-based advice to help them gain financial confidence to live the full and rich life they’ve earned.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Domestic Partner Planning
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Montana, Bachelor of Arts, Business Administration

Interests

  • We love to sail on our boat; Jim, Shamus and I.
  • Enjoy spending time with family and friends.
  • My hobbies are cooking, walking and reading...and sailing!

Community participation

Moran Prairie Volunteer

Second Harvest Food Bank:

I’m excited to announce that we participated in the third annual Ameriprise Financial National Day of Service – a day set aside when thousands of Ameriprise financial advisors, clients and employees volunteered at Feeding America member food banks and other hunger-relief organizations across the country.

You can help hungry people in our community. Please join other volunteers to help sort and pack produce, food drive or bulk food items in preparation for delivery to our emergency food outlets on an annual basis. Volunteers must be age 14+ to participate in our Help the Hungry program.

Awards & recognition

  • Ameriprise Circle of Success, 2004 -2010

Professional associations

  • Financial Planning Association