Advisor profile


My approach

A unique and disciplined approach

Looking for a different approach to financial advice? In today’s world, I believe too often we get uncoordinated, even conflicting advice from many sources. Who coordinate the advice you get on investments, taxes, work benefits, cash management, liabilities management, cash flow, insurance, estate issues, retirement and more? I can help you focus on the big picture, and make sure the advice you get works together to help you further your goals. Let’s meet & discuss turning goals into action.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Small Business
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 65 License, Uniform Registered Investment Advisor
  • Series 7 License, General Securities Representative
  • Series 24 License, General Securities Principal
  • Series 63 License, Uniform Securities Agent State Law
  • Series 6 License, Investment Company and Variable Contracts

Interests

  • I enjoy being involved in youth sports
  • I love experiencing other cultures & spent 2 years in Spain
  • Wine aficionado & cooking
  • Favorite inspirational speaker is Jim Rohn
  • Speaking and writing: author of "What Successful Investors Know", "Five Investing Mistakes & How To Avoid Them" & "Investing Rules of the Road"

Community participation

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

* For our support of the lesbian, gay, bisexual, transgender and queer (LGBTQ) community, Ameriprise is honored to be recognized as a 2018 Best Place to Work for LGBTQ Equality by the Human Rights Campaign Foundation.

Awards & recognition

  • Five Star Wealth Manager, 2012-2019

Professional Alliance

We have a professional alliance with Dennis Bryan, Certified Public Accountant with Olympic Tax & Business Consulting, and Parker Mooers & Cena.

Dennis has over 30 years of experience.

Dennis Bryan and his firm offer a full range of accounting, tax and consulting services for both individuals, and small businesses.

For more information on Olympic Tax & Business Consulting, visit olympictaxpros.com

For more information on Parker Mooers & Cena, visit pmccpas.com

Disclosure: Ameriprise Financial and its representatives do not provide tax advice. Clients should consult with their tax advisor or attorney regarding specific tax issues. Olympic Tax & Business Consulting and Parker Mooers & Cena are not endorsed by nor affiliated with Ameriprise Financial. Olympic Tax & Business Consulting and Parker Mooers & Cena are not under the supervision of Ameriprise Financial. Olympic Tax & Business Consulting and Parker Mooers & Cena are not a broker-dealer or investment advisory firm. Ameriprise Financial Services, Inc. Member FINRA and SIPC