Advisor profile

My approach

I believe that wise, values-based decision-making is the cornerstone of a rich and fulfilling life. My mission is to help clients and their families live that life, free from financial worries and empowered to live their dreams.

For 35 years I have helped my clients gain clarity in their money life and translate that clarity into an actionable, comprehensive financial plan to live the life they’ve imagined. It begins with a conversation about the things that matter most to you. Call me, and let’s talk.

    Ameriprise Financial cannot guarantee future financial results. Investment advisory services and products are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Small Business
  • Women's Financial Strategies


  • ChFC® Chartered Financial Consultant®
  • FINRA Series 7,63,65


  • A.B. Economics, Harvard College, Cambridge, MA

Awards & recognition

  • Kairos Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Financial Times 400 Top Financial Advisers, 2020
  • Forbes Best-in-State Wealth Advisors, 2018-2024
  • Ameriprise Chairman's Advisory Council, 2022
  • Five Star Wealth Manager, 2012 - 2018, 2020-2023
  • Ameriprise Circle of Success, 2021

Professional associations

  • Harvard College Alumni Interviewer

Honored to receive recognition

I’m excited to share that Kairos Wealth Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

  • Westlake Agoura Girls Softball, Agoura, Hills, CA - 2005 - 2012, 2013 - 2018 Manager and Coach
  • Southern California State Champions 2008,2010,2012

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.