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
  • Divorce Financial Planning
  • Family Finances
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

  • MBA, University of Illinois- Champaign
  • Bachelor of Arts, University of Wisconsin

Interests

  • Family- my two teenage children
  • Music and The Arts
  • Running/triathlons- completed several marathons and Ironman Florida in 2001
  • Chicago & Atlanta baseball, football & basketball sports fan
  • Traveling- visited over 50 countries and lived in 7

Awarded Retirement Planning Specialist from Wharton School University of Pennsylvania in 2007

Community participation

I'm very proud of my sister Meg Zucker who founded this organization: Don't Hide It, Flaunt It - Celebrating a World of Differences - DHIFI, Inc. is a not-for-profit organization that works to advance acceptance, understanding, tolerance and mutual respect for a person's blatant or invisible difference. Inspired by the theme, “The things that make me different make me me," DHIFI Inc. encourages people of all ages to flaunt one's own difference and ultimately embrace and celebrate what makes us all unique.

Awards & recognition

  • Five Star Wealth Manager, 2019

Previous experience

  • MML INVESTORS SERVICES, LLC, 2017-2017
  • MSI FINANCIAL SERVICES, INC., 2015-2017
  • NEW ENGLAND SECURITIES, 2009-2014
  • AXA ADVISORS, LLC, 2003-2009