Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Commerce, 1985, Finance, McGill University, Montreal, PQ, Canada

Awards & recognition

  • Ameriprise Circle of Success, 1997-2022
  • Ameriprise Diamond Ring Club, 2010
  • Ameriprise Ultimate Digital Excellence Award, 2022
  • Forbes Top Women Wealth Advisors, 2020
  • Five Star Wealth Manager, 2012-2023
  • Glidden & Kreitsch Wealth Management, Ameriprise Client Experience Award, 2021-2022
  • Forbes Best-in-State Women Wealth Advisors, 2023-2024

Professional associations

  • Financial Planning Association

2023 Gleaners Virtual Food Drive

Thank you for another successful year of Ameriprise Day of Service. This year, our virtual food drive raised $10,000 – providing 53,295 meals to our at risk community.

Over the last few years, you have undoubtedly witnessed the ongoing and pressing need for access to nutritious food in our local neighborhoods. Your generosity and dedication are helping local families feel less stressed about where their next meal will come from.

Once again, thank you for your incredible support! Our community is stronger with you in it.

Community participation

American Red Cross Clara Barton Awardee

Interests

Living in beautiful Michigan, I love to spend my time off enjoying the outdoors. I am on a golf league in the summer and in the winter I downhill ski. I enjoy traveling and am trying to get to all 50 states, like my mother and grandmother accomplished. I have seven more to go.

Family is an important part of my life. My son is in a PhD program with Carnegie Melon and University of Pittsburgh so I don't get to see him as often as I'd like (LOL probably enough from his point of view). I enjoy spending time with my brothers and sisters and 12 nieces and nephews instead.

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.