Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Business Retirement Plans
  • Wealth Preservation Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

  • Bachelor of Science, Economics in Business, Northeastern University, Boston, MA

Interests

Enjoying the Sierra Mountains, skiing, hiking, biking, kayaking in Lake Tahoe, and sharing all of this with my 4 year old daughter, family and good friends!

Community participation

  • Member, Carson Valley Chamber
  • Business Showcase participant
  • Parishioner and Volunteer, Lifepoint Church in Minden
  • Austin's House (Minden) childrens shelter fundraising
  • Project Santa Claus volunteer, Douglas County