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

  • Women's Financial Strategies
  • Family Finances
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CEP® Certified Estate Planner™
  • FINRA securities licenses 7 and 66
  • Insurance Licenses in WA, CA, NE and OR

Education

  • University of Washington - Bachelor of Arts - Business Finance

Interests

Spending time with family and friends

One of my passions is working with families with children. I've been volunteering at Seattle Children's Hospital for the past five years.

Community participation

Seattle Childrens Hospital Volunteer.

9 Years