Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Employee Stock Options
  • Insurance
  • Charitable Giving
  • Retirement Income Strategies
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Investments
22
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
  • CLU® Chartered Life Underwriter®
  • RICP® Retirement Income Certified Professional®

Education

  • B.B.A. Western Michigan University, Marketing and Asian Studies, 1989
  • Nanzan University, Intensive Japanese, 1991

Interests

I enjoy ocean front yoga, working on my farm, fishing, and spending time with my family and friends.

Community participation

Supporting organizations that promote equality for women has been a decades long passion of mine. Since 2005 I held various board positions, including President in 2007, for the non-profit The Financial Women of San Francisco. I have also been a supporter and participant of Vital Voices programs since 2007.

Awards & recognition

  • Ameriprise Circle of Success, 2005, 2007, 2009, 2011, 2013-2020
  • Five Star Wealth Manager, 2015, 2016, 2017, 2018, 2019, 2020.
  • Forbes Top Women Wealth Advisors, 2020, 2021
  • Forbes Best-in-State Wealth Advisors, 2021
  • Ameriprise Circle of Success Diamond Ring, 2019
  • Ameriprise Client Experience Award, 2020

Professional associations

  • Financial Women of San Francisco, President, 2007
  • FWSF-Scholarship Endowment Committee Member
  • FWSF-San Francisco, Vice-President of Programs, 2013

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.