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

  • Financial Strategies for LGBTQ Couples and Families
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ADPA® Accredited Domestic Partnership Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, University of Oregon, Eugene, Oregon
  • Associates in Arts in Applied Sciences, Walla Walla Community College

Interests

  • I enjoy playing with my two dogs
  • I'm an avid golfer
  • I also really enjoy the outdoors, especially biking, hiking, and backpacking
  • During the spring and summer I enjoy gardening and grilling as well

Community participation

  • Current member and past president of The New Albany Rotary Club
  • Current board member of The Legacy Fund of the Columbus Foundation
  • Ronald McDonald House Volunteer