Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Investment Management
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Illinois State University, MBA

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2021, 2022
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022
  • Ameriprise Client Experience Award, 2021-2022

Professional associations

  • Financial Planning Association
  • Professional Womens Club of Chicago

Community participation

  • Alumni Board of Directors, The Association House of Chicago
  • Member, Frank Lloyd Wright Foundation
  • Member, Art Institute Chicago
  • Chicago Canine and Rescue
  • On-Site Volunteer, ProWorld Ghana

Interests

My biggest passions in life are travel, spending time outdoors and reading. I have a goal to visit every country in the world and I am just over 20% of the way there with 43 countries under my belt! The countries I visited that had the greatest impact on me were Egypt, Peru, and Ghana. My passion for travel also played a part in my decision to purchase a home in Sicily that I am currently renovating and I look forward to spending more time there soon!

Kayaking and hiking are two of my favorite outdoor activities.

When at home in Chicago or Fort Meyers, I love spending time with my tiny rescue pup, Trixx – she is the sweetest!

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.