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

  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
23
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelors Degree in Biology - University of Colorado, Boulder, CO
  • Masters Degree work in Education - University of Minnesota, Minneapolis, MN

Interests

My husband and I value spending time with our son, Jackson, and our daughter, Lily. We also value our time with our extended families and friends. I volunteer with our church high school youth group, local charities, and community outreach events. When the weather cooperates, I enjoy running, golfing and skiing.

Community participation

  • Feed My Starving Children
  • 363 Days Food Program
  • TreeHouse Youth Outreach
  • Interfaith Outreach & Community Partners
  • Plymouth Covenant Church
  • Juvenile Diabetes Research Foundationional

Awards & recognition

  • Five Star Wealth Manager, 2013 -2016, 2019

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.