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

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Women's Financial Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Saving for Education
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Interests

Family

Golf

Community participation

Ameriprise National Day of Service 2018, Forgotten Harvest Farm

Ameriprise National Day of Service 2017, Gleaners Food Bank

Ameriprise National Day of Service 2016,Forgotten Harvest

Ameriprise Natioanal Day of Service 2015, Gleaners Food Bank

Adopt a Family - Volunteers of America

MCREST