Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Investments
  • Insurance
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Charitable Giving
  • Domestic Partner Planning
  • Saving for Education
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • B.A. in Journalism from the University of Minnesota

Interests

I enjoy spending time with family and friends, especially when it involves cooking and eating. I also enjoy the music, culture and dance of Argentine tango -- NOT 'Dancing With the Stars', but the genuine social tango that has been danced in Argentina for more than 100 years.

Community participation

I am the ex-officio president of the board of the Tucson Tango Society. And in the past, I have served on the board of my home owners association.

Previous experience

  • Corporate, investor and crisis communications for insurance companies, banks and health plans., 1981 -- 1995