Advisor profile


My approach

Professional Approach

I have 29 years 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
29
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
  • Forbes Best-in-State Wealth Advisors, 2019-2020
  • Barron’s Top 1,200 Financial Advisors, 2014 - 2018, 2020
  • Five Star Wealth Manager, 2013-2019
  • Ameriprise Circle of Success, 2003-2019
  • Ameriprise Financial Community Impact Award , 2017

Honored to receive recognition

I'm proud I've been named to three industry publications' top advisor lists: Forbes Top Women Wealth Advisors, 2020; Forbes Best-in-State Wealth Advisors, 2019-2020; Barron's Top 1,200 Financial Advisors, 2014-2018, 2020; and Five Star Wealth Manager, 2013-2019. These awards recognize advisors who provide clients with a high-quality experience and lead the way in the industry. It is an honor because I truly enjoy helping my clients achieve their goals. I'd like to thank them for their trust and for the opportunity to continue working together. And, I'd like to thank my dedicated team for all their hard work and support.

Disclosures Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

Barron’s listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to and judged by Barron’s. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and years of professional experience. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved. This award is not indicative of this advisor’s future performance. Neither Ameriprise Financial nor its advisors pay a fee to Barron’s in exchange for the ranking.