Advisor profile


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

  • Investment Management
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Small Business
  • Intergenerational Planning
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • MBA University of Rhode Island

Interests

  • Golfing
  • Travelling
  • Spending time with my husband Jerry and children Dan, Ryan and Serena and cheering on their college teams - MSU Spartans and the Michigan Wolverines

Community participation

  • Treasurer, Michigan Indo American Chamber of Commerce, Detroit, MI
  • Volunteer, Gleaners Food Bank, Detroit, MI
  • Volunteer, Forgotten Harvest, Oak Park, MI
  • Volunteer, Cass Corridor Soup Kitchen, Detroit, MI

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Professional associations

  • Local Business Network, Novi, MI