Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Tax Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor SM

Interests

  • Spending time with my family
  • Basketball
  • Reading nonfiction
  • Pairing food and wine

Community participation

  • Holden Finance Committee - Member 2007-2009 Vice Chairman 2008-2009
  • Batastini Recreation Center - Basketball Coach
  • Junior Achievment Leader
  • Classical High School Distinguished Alumni Committee

Awards & recognition

  • Working Mother Top Wealth Advisor Moms, 2019