Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Small Business
  • Women's Financial Strategies
24
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.