Advisor profile

Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies


  • AWMA℠ Accredited Wealth Management Advisor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™


  • MBA - Oregon Executive MBA Program - University of Oregon
  • BS - Accounting, Computer Science - Oregon State University

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021
  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2015-2020

Professional associations

  • OSU Alumni Association
  • Advancement of Women in Leadership In Portland (OSU)

Previous experience

  • Financial Advisor, Waddell & Reed, 1991-2011

Community participation

Participate in the annual Service Day by volunteering at Oregon Food Banks.

Board member for Dean's Council of Excellence, Business School, Oregon State University.

Annual support to Oregon State University- Rebecca Rooks Scholarship Fund, CASA of Polk County, Meals on Wheels, STEM 4 Girls, Juliette's House, Oregon Symphony and Portland Broadway.


  • Hot Air Balloon Crew Member - Annual Tigard Balloon Festival
  • Traveling to Foreign Countries - planning for Ireland in near future
  • Wine Tasting - love my reds!
  • Connecting with great friends for investigating new restaurants, walks around town or enjoying the Symphony and Broadway shows.

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.