Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • M.S. Biomedical Engineering, University of Michigan
  • B.S. Biomedical Engineering, Boston University

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022, 2021
  • Ameriprise Circle of Success, 2007, 2010-2022
  • Five Star Wealth Manager, 2013-2022
  • Ameriprise Circle of Success Diamond Ring, 2021
  • Forbes Best-in-State Wealth Advisors, 2019-2023
  • Ameriprise Client Experience Award, 2020, 2021

Community participation

Volunteer regularly to the Lakeview Pantry in the Chicagoland area.

Interests

I believe that Sunday dinners are for roasting chicken and enjoying conversation with family and friends. I believe that one should celebrate creativity and local businesses as entrepreneurs drive the American Dream. I believe that helping families create, protect, and transfer wealth is my purpose in this career. I love to read physical books, spend time in forest parks, and eat amazing meals to recharge my soul.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.