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

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
21
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
  • ADPA® Accredited Domestic Partnership Advisor℠

Education

  • B.S. Accounting, Marquette University, Milwaukee, WI.

Interests

  • My community is important to me and I have served on numerous non-profit boards.
  • I have three dogs - Hank, Sam and Finn, that keep me busy!
  • I enjoy spending time with family and friends, including my very active niece and nephews.
  • I like to travel and enjoy live music and theater.
  • I love participating in sports and a few unique highlights include playing football, racing motorcycles and competing annually in an off-road triathlon.