Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.
Feel confident about your financial future.

Areas of focus

  • Intergenerational Planning
  • Domestic Partner Planning
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
21
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
  • Masters of Science in Personal Financial Planning
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Master of Science
  • Bachelor or Science
  • United States Naval Academy

Interests

  • Running 20 miles weekly keeps me fit and focused.
  • I enjoy spending time with my five children.
  • Taking our energetic golden doodle on long walks to tire her out
  • Coaching my girls' soccer teams
  • Being involved in Scouts of America
  • Coaching baseball and softball
  • Hiking

Community participation

Crohn's and colitis foundation. Letip International. Financial Planning Association. Seattle Chamber of Commerce.

Awards & recognition

  • Five Star Wealth Manager, 2016,2017,2019,2021
  • Ameriprise Circle of Success, 2007-2008, 2010-2011,2013-2020
  • Ameriprise Client Experience Award, 2020

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.