Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Saving for Education
  • Investment Management
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CEP® Certified Estate Planner™
  • CPWA® Certified Private Wealth Advisor®
  • APMA™ Accredited Portfolio Management Advisor™
  • CPWA® Certified Private Wealth Advisor
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • SIE - Securities Industry Essentials Examination

Education

  • Northwestern University B.A. Biology

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2023
  • Ameriprise Circle of Success, 2017 - 2022
  • Forbes Best-in-State Women Wealth Advisors, 2024
  • Definitive Wealth, Ameriprise Client Experience Award, 2020-2023

Community participation

Volunteer Tax Professional for Ladder Up, a tax assistance program for Chicago's low-income families.

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.