Advisor profile


The advantages of working together online

 As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device. In one secure, convenient online space, you can:
  • Track your goals and progress
  • Connect and share information with me
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com, or contact me for help getting started.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Insurance
  • Saving for Education
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 66 Securities Licensed
  • Life, Accident and Health Insurance Licensed

Education

  • University of Wisconsin, Whitewater, BBA in Finance

Interests

I enjoy traveling to Trinidad and Tobago to visit friends and extended family. As faith and family are very important to me, Sundays are spent at my local church and regularly spending time with my husband, grown children and grand-children is a must do. I frequently connect with long-term friends, former classmates and colleagues through gatherings and reunions, and enjoy spending time outdoors. My favorite places usually have a beach nearby.

Community participation

Greater Grace Temple Church, volunteer as Conference Coordinator and the Head of Finance Committee.

Awards & recognition

  • Five Star Wealth Manager, 2012, 2015-2017

Previous experience

  • AVP/Branch Manager - M&I Marshall & Ilsley Bank, 2001-2006
  • AVP/Branch Manager - Security Bank S.S.B., 1993 - 2000