Advisor profile


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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Insurance
  • Estate Planning Strategies
  • Small Business
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

  • I enjoy a variety of outdoor activities through all seasons of the year. One special activity I enjoy is flyfishing.
  • I love to travel to new destinations and also enjoy re-visiting favorite places visited before.
  • Family and friends are important to me and I am having a great time with my first grandson - Zachary.
  • Traveling between New England and Arizona at various times of the year gives me a variety of scenic and weather differences that is truely enjoyable.

Awards & recognition

  • Ameriprise Client Experience Award, 2020