Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Insurance
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • CLU® Chartered Life Underwriter®

Education

  • 2002, B.A in Business Administration and Economics, Coe College

Interests

  • Golfing and outdoor activities
  • Travel
  • Reading
  • Learning to play the guitar and a new foreign language
  • Spending time with my husband, daughter Cara, son Colin and chocolate Lab Scout

Professional associations

  • Financial Planning Association