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

  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Charitable Giving
  • Women's Financial Strategies

Awards & recognition

  • Will Rogers, Ameriprise Circle of Success Diamond Ring, 2015
  • Will Rogers, Ameriprise Circle of Success, 2007, 2009, 2011, 2013, 2015, 2020, 2021, 2022
  • Confident Life Wealth Management, Ameriprise Client Experience Award, 2023

Community participation

Team members and clients help sort donated food items at the Columbia County Cares Food Pantry.
Team members and clients help sort donated food items at the Columbia County Cares Food Pantry.

At Columbia County Cares, we work to feed the hungry and invite our clients to join us on our National Day of Service.

We partner with Homes For Our Troops, who build and donate specially adapted custom homes nationwide for severely injured post-9/11 Veterans, to enable them to rebuild their lives.

Our photos

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