Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Intergenerational Planning
  • Tax Planning Strategies
  • Charitable Giving
  • Family Finances
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Nevada Las Vegas, B.S. Business Management
  • University of Nevada Las Vegas, B.A. Liberal Arts
  • University of Nevada Las Vegas, Master's of Arts in History

Awards & recognition

  • AdvisorHub Advisors to Watch (under $1Bil), 2023
  • Lee, Langlois & Associates Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Forbes Best-in-State Women Wealth Advisors, 2023, 2024
  • Lee, Langlois & Associates Wealth Advisors, Ameriprise Client Experience Award, 2020, 2021, 2022
  • Ameriprise Circle of Success, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

  • I volunteer my time at Spread the Word Nevada - an organization dedicated to advancing early childhood literacy by placing books into the hands of children within Southern Nevada's at-risk, low income communities.
  • I am involved in The University of Nevada, Las Vegas Foundations, specifically the National Education for Women's Leadership.
  • I am an advocate of The Refuge, an orphanage in Mexico dedicated to providing children with education, basic needs and the opportunity to break free of the cycle of poverty.

Interests

I am a native Las Vegan & proud alumni of UNLV, where I hold two Bachelor degrees & a Masters. I am both a knowledge & adventure seeker, so you will likely find me reading an engaging historical fiction novel or hiking in some beautiful remote place in the world (when I can lure Geoff away from the office). I am also an active philanthropist & have a passion to pour into kids who are less fortunate by giving them the gift of literacy through partnership with Spread the Word.

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.