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

  • 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
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
  • 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 teaching, trying the new restaurants in San Francisco, traveling and spending time with my family and friends.

Community participation

Since living in San Francisco, I have been a part of the non-profit organization, Financial Women of San Francisco, where I am currently on the scholarship endowment committee.

Awards & recognition

  • Ameriprise Circle of Success, 2006, 2007, 2008, 2009, 2010, 2012, 2014, 2015, 2016, 2017, 2018, 2019
  • Five Star Wealth Manager, 2015, 2016, 2017, 2018, 2019.
  • Forbes Top Women Wealth Advisors, 2020

Professional associations

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