Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

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Areas of focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Awards & recognition

  • Baker Phillips Wealth Management, Ameriprise Client Experience Award, 2021 - 2023

Community participation

  • Bellevue Chamber of Commerce