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

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Small Business
  • Women's Financial Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER TM practitioner (CFP)
  • Chartered Financial Consultant (ChFC)
  • Chartered Retirement Planning Counselor (CRPC)
  • Chartered Mutual Fund Counselor (CMFC)
  • CLU® Chartered Life Underwriter®
  • ADPA® Accredited Domestic Partnership Advisor℠

Education

  • University of Toledo, 2000, Bachelors of Business Administration
  • University of Toledo, 2000, Minor Business Law

Interests

Traveling

Spending time with my family

Community participation

  • Bowling Green Chamber of Commerce, member
  • Leadership BG Alumni
  • Women's Entrepreneurial Network, Member and former Board of Trustee
  • Zonta Club of Bowling Green, Member and former Board of Trustee
  • BGSU Falcon Club Member
  • Women in Business Leadership at BGSU, mentor

Awards & recognition

  • Better Business Bureau Accredited
  • Ameriprise Client Experience Award, 2020

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. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.