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

  • Family Finances
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
15
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
  • FINRA Series 7, 66 licensed
  • Life, health and accident insurance
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Arizona 2002-2005, B.A Communications Business Minor, Graduated with Highest Honors

Interests

  • Enjoying time with family and friends
  • Two sweet and spunky dogs Lexi and Roxy
  • Running, hiking and roadbiking in this beautiful state of Arizona

Community participation

Wings of Rescue

The Humane Society of Phoenix ‎

The Boys and Girls Club of Scottsdale

Professional associations

  • Scottsdale Chamber of Commerce
  • Women’s Empowerment (WE) Network