Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
32
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

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

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.

Community participation

American Red Cross Clara Barton Awardee

Awards & recognition

  • Ameriprise Circle of Success, 1997-2020
  • Ameriprise Diamond Ring Club, 2010
  • Forbes Top Women Wealth Advisors, 2020
  • Five Star Wealth Manager, 2015 - 2020

Professional associations

  • Financial Planning Association