Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Sustainable and Responsible Investing
  • Investment Management
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Insurance

Interests

  • Hiking
  • Fishing
  • Skiing
  • Scuba Diving
  • Climbing
  • Golf
  • Lacrosse
  • Quality time with Family and Friends
  • Backpacking
  • Live Music

Community participation

I worked with the East High School Lacrosse team in varying capacities for the last eight years. We were fortunate enough to win East's first ever High School Championship.