Advisor profile


My approach

Professional Approach

I have 30 years of experience in the financial services industry providing comprehensive financial planning, including portfolio risk management, income strategies, retirement planning and insurance planning. As a Certified Divorce Financial Analyst, I have helped clients navigate the financial aspects of divorce and other major life transitions such as retirement, job change, widowhood and new family members.

I have a passion to help my clients define and pursue what is most important in their financial life by using a personalized approach offering holistic advice to build a lasting relationship. Individuals experience change in their lives and my focus is on helping my clients manage the four stages of transitions that accompany those changes with compassion and clarity.

Areas of focus

  • Divorce Financial Planning
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Estate Planner
  • Certified Divorce Financial Analyst
  • BFA™ Behavioral Financial Advisor™
  • ChFC® Chartered Financial Consultant®
  • CDFA®; Certified Divorce Financial Analyst®
  • APMA® Accredited Portfolio Management Advisor℠
  • Certified Fund Specialist

Education

  • BA, Business Management, University of Phoenix

Interests

  • I enjoy snow skiing, scuba diving, travel, reading, sewing and spending time with family and friends.

Community participation

  • Fresh Start Women's Foundation
  • Active Volunteer with The Girl Scouts of America
  • Toys for Tots Drop Off location
  • St. Vincent de Paul WISH Founder

Awards & recognition

  • Forbes Top Women Wealth Advisors, 2020-2021
  • Forbes Best-in-State Wealth Advisors, 2019-2021
  • Barron’s Top 1,200 Financial Advisors, 2014 - 2018, 2020-2021
  • Five Star Wealth Manager, 2013-2020
  • Ameriprise Circle of Success, 2003-2020
  • Ameriprise Financial Community Impact Award , 2017

Honored to receive recognition

Helping my clients, their families and friends stay focused on tomorrow's long-term goals is my greatest honor. And it's also my top priority. Because of this, I'm proud to share that I've been recognized on four industry publications' top financial advisor lists:

Forbes Top Women Wealth Advisors, 2020-2021; Forbes Best-in-State Wealth Advisors, 2019-2021; Barron's Top 1,200 Financial Advisors, 2014-2018, 2020-2021; and Five Star Wealth Manager, 2013-2020.

Thank you to all of my loyal clients for believing in me and to everyone on my outstanding team. Your continued trust has made this recognition possible.

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.