Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
34
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
  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Domestic Partner Planning

Qualifications

  • Series 7
  • Series 31
  • Series 63

Education

  • Bachelor of Science at University Texas Austin, 1973

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Professional associations

  • University Texas Austin Alumni

Previous experience

  • WELLS FARGO CLEARING SERVICES, LLC, 2008-2018
  • A. G. EDWARDS & SONS, INC., 1989-2008
  • COWEN & CO., 1988-1989

Community participation

I volunteer with Habitat for Humanity.

Ameriprise National Day of Service

Sponsor B.E.A.R. for CPS Children

Interests

  • I am PADI diving certified and love exploring new places.
  • Hiking is a big passion of mine as is working out. Aerobics, weight lifting, HIIT, and cardio are typically my go to workouts especially when I get to beat those who are younger than I am.
  • I love to visit my 2 grandchildren in Brooklyn.