Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Family Finances
  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA, General Studies, University of Michigan, Ann Arbor, MI, 2002

Awards & recognition

  • Premier Protection Award, RiverSource Life Insurance Co., 2014
  • Five Star Wealth Manager, 2021, 2022, 2023, 2024
  • Ameriprise Client Experience Award, 2020, 2022, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021, 2022, 2023
  • Highview Advisor Group, Client Experience Award, 2020, 2022, 2023

Previous experience

  • Ameriprise Financial Services Inc. , Manager, Troy, MI, 2004-2006

Honored to receive recognition

I’m honored to announce I’ve received a 2024 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

Family Mentor Foundation

Interests

  • I enjoy spending time with my family, Brett (husband) and kids Mackenzie (14) and Jack (12)
  • I travel annually to visit my parents in Scottsdale, Arizona. The desert is beautiful!
  • I enjoy walking, reading, biking and the outdoors.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.