Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Small Business

Education

  • Stony Brook University, MS Healthcare Administration
  • Oregon State University, MS Oceanography

Community participation

I am excited to serve as an elected member of the Advisory Board for the Anti-Defamation League's Pacific Northwest Region. I'm also active in my faith community through Temple B'nai Torah in Bellevue, where I have served as a member of the Board of Directors and as Treasurer, in the past. Finally, I am a long-time supporter of Earthcore.

For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.

Interests

Golf - I enjoy golfing with clients and friends at Mount Si and other area courses.

Cooking - I love cooking and baking for family and friends and really getting the most out of every ingredient.

Exploring - Even as a born and bred Pacific Northwester, there are still tons of places to discover and revisit via bike, hike, and road trip.

Dilbert - I get my morning fix from my Dilbert calendar, a gift from my daughter, Erika.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.