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 31 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
32
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, 2019-2020-2021
  • Five Star Wealth Manager, 2012 - 2018, 2020 - 2021
  • Ameriprise Hall of Fame, 2015
  • Ameriprise Chairman's Advisory Council, 2020

Professional associations

  • Harvard College Alumni Interviewer

Honored to receive industry recognition.

It’s a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Kairos Wealth Partners team. This achievement would not have been possible without you.

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.