Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Family Finances
  • Small Business
  • Domestic Partner Planning
  • Women's Financial Strategies
21
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
  • ChFC® Chartered Financial Consultant®
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠
  • CDFA®; Certified Divorce Financial Analyst®
  • BFA™ Behavioral Financial Advisor™
  • ADPA® Accredited Domestic Partnership Advisor℠
  • MPAS℠ Master Planner Advanced Studies℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Minnesota, B.B.A. Finance
  • College for Financial Planning, Chartered Retirement Planning Counselor
  • Institute for Divorce Financial Analysts, Certified Divorce Financial Analyst
  • The American College, Chartered Financial Consultant

Interests

I love spending time with my wonderful family including my husband Tom, our daughters Samantha and Taylor, and our son Tommy. When I have a free moment, you’ll find me enjoying a round of golf with friends or family, or getting my hands dirty in the garden!

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2020
  • Working Mother Top Wealth Advisor Moms, 2018-2020
  • Forbes Top Women Wealth Advisors, 2018, 2020
  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Women's Choice Award Financial Advisor, 2019-2020
  • Ameriprise Circle of Success, 2002 - 2020
  • Ameriprise Chairman's Advisory Council, 2014-2020
  • Better Business Bureau Accredited, 2018-2020
  • Protect. Grow. Give.®, RiverSource Life Insurance Company, 2013 - 2017
  • Ameriprise Diamond Ring Club, 2014

Honored to receive recognition

I’m proud to announce that I’m one of Working Mother magazine’s Top Wealth Advisor Moms for 2020. The list spotlights top advisors across the U.S., and I’m honored that Working Mother 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!