A Comprehensive Approach - Backed by Ameriprise Strength

As a CERTIFIED FINANCIAL PLANNER™ professional, I take a comprehensive, client-first approach — looking at every aspect of your financial life, not just your investments. That means helping you make confident decisions across:

• Retirement & income strategies
• Tax-smart investing strategies
• Cash flow & debt management
• Insurance & risk protection
• Saving for education
• Estate & legacy planning

But I don’t do this alone — I’m backed by the resources, research, and reliability of Ameriprise Financial, a firm 130 years¹strong and a longstanding leader of personalized financial planning and advice to help our clients achieve their short-term and long-term goals.

What That Means for You:

• Personalized Planning

You get a trusted advisor with over 26 years of experience who knows your goals, values, and family dynamics — not just your account balances.

• Depth of Expertise

You benefit from Ameriprise’s research-driven insights so your plan is built on strategy, not guesswork.

• Advanced Tools & Technology

Ameriprise provides powerful tools for tracking progress, modeling different scenarios, and adjusting your plan as life evolves. And you, as a client, have this at your fingertips through your personalized secure site.

• Security & Strength

With Ameriprise behind the scenes, you can move forward with more confidence, knowing your financial future is supported by a firm known for resilience and client care.

Final Thought:

You deserve a financial strategy that reflects your life — not a one-size-fits-all approach. My role is to be your partner in the journey, and Ameriprise gives me the tools and support to help you navigate every step.