Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. 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.

Feel confident about your financial future.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Black Hills State University
  • College of Financial Planning

Interests

  • I strive to help my clients plan for their financial security using strategies designed to build wealth and reduce or defer taxes.
  • My investment philosophy is to understand my clients personal and financial goals, then considering their resources to offer financial advice to help work towards their goals.
  • The importance of educating clients about the many products and services that could potentially strengthen their portfolios and possible tax savings is a strong priority for me.

Community participation

  • I Support Tough Enough To Wear Pink. We do T-shirt fund raising to raise awareness and support Breast Cancer Awareness.
  • I support and Volunteer to help with Feeding South Dakota. On November 16, 2011 we participated in a National Feeding America event through Ameriprise Financial which supported more that 5000 non-profit organizations.