Team profile


Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

To get started, request a complimentary initial consultation.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Tax Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Plan Distribution

Community participation

Trisha

  • National Association of Women Business Owners - Director of Membership and 2019 EPIC Awards Chair
  • Daughters of the American Revolution
  • Greater Louisville, Inc.

Neil

  • Family sponsor of the Main Street Beer Booth at the St. Joe's Orphanage Picnic for the last 7 years.
  • Participating member of the Son's of the American Revolution through 3 great grandfathers.
  • Member of the First Families of Kentucky through a great grandfather that was at Fort Boonesborough.