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 people live that life, free from financial worries and empowered to live their dreams.

For 30 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, Inc., a registered investment adviser.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Small Business
  • Women's Financial Strategies
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Community participation

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

Awards & recognition

  • Financial Times 400 Top Financial Advisers, 2020
  • Forbes Best-in-State Wealth Advisors, 2019, 2020
  • Five Star Wealth Manager, 2012 - 2018, 2020
  • Ameriprise Hall of Fame, 2015
  • Ameriprise Chairman's Advisory Council, 2020

Professional associations

  • Harvard College Alumni Interviewer

Honored to be recognized in Financial Times

I’m proud to announce that I’m one of Financial Times 400 Top Financial Advisers for 2020. The list spotlights top advisors across the U.S., and I’m honored that Financial Times chose to recognize me. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. I’d like to thank my hard-working team and our loyal clients for making this recognition possible!