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 Income Strategies
  • Estate Planning Strategies
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Small Business
  • Insurance
  • Tax Planning Strategies
  • Charitable Giving
  • Saving for Education
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®

Interests

In addition to my passion of building relationships with my clients & helping them reach their financial goals, we enjoy supporting our local community such as the Food Bank and the Alzheimer's Association. I have several hobbies that I enjoy such as traveling to beautiful places, photography, reading and cooking are a few of my pastimes. I recently learned how to do some new things such as road cycling and have started to take golf lessons. Most of all, I love spending time with my family and friends.

Community participation

Christian Franchise Advisor Network