Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care

Education

  • BA - Business Administration - Seattle University

Awards & recognition

  • Ameriprise Circle of Success, 2011 - 2015
  • Five90 Financial Group, Ameriprise Client Experience Award, 2023
  • Five90 Financial Group, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

I have been interviewed by the Wall Street Journal Radio Report, INC. Magazine, The Oregonian, and Kiplinger’s Personal Financemagazine. I have been a guest on the KIRO radio programs, "Legal Line", "Money Line", NPR Market Watch, appeared on CBS World News, and was the host of “The Financial Advisor” on KRKO radio.

Interests

I have coached soccer, been a Cub Scout Pack Master, Boy Scout Troop Committee Chairman, Tillicum District “Friends of Scouting” chairman, served on the Sno-Isle Skill Center Advisory Board, and been a board member of The Northwest Savoyards and Bethany of the Northwest Foundation. I currently serve as the Financial Advisor to the Saint Mary Magdalen Endowment Committee and as Co-Chair of Advanced Gifts for the Holy Rosary (Edmonds) Capital Campaign.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.