Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Small Business
3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 - General Securities Representative Qualification
  • Series 66 - Uniformed Combined State Law Exam

Education

  • BA Interdisciplinary Studies, Arizona State University

Interests

  • Spending time with family and friends
  • Hiking & Backpacking
  • Movies
  • Food and Drink
  • Volunteering

Community participation

I love volunteer work and I am always looking for ways to help out in the community.

Previous experience

  • Ameriprise Financial, Financial Planning Specialist, 2012-2017
  • American Express, Global Security, 2007-2012