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.

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24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
  • Charitable Giving
  • Intergenerational Planning

Education

  • University of Toledo - Bachelor Degree

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2020-2022
  • Ameriprise Ultimate Digital Excellence Award, 2022

Professional associations

  • University of Toledo Alumni Association

Previous experience

  • Wells Fargo, 2005-2016
  • Morgan Stanley, 2000-2005

Community participation

I was an active member of Rotary One (The founding Rotary Club) from 2003 through 2008 and a Paul Harris Fellow in 2005 and 2006. I also participated in an international group study exchange with South Korea in 2005 and 2006. Once I stop working, I will probably finish a nursing degree and volunteer for The WHO.

Interests

I am an avid tennis player and gardener. I am a member of Second City Tennis and have played in the league for over ten years. Sam and I have a full vegetable garden on our rooftop. I do try to golf also and enjoy it but I am a hack. If you want to look good, take me to play golf!. Sam and I also travel extensively and love to experience other cultures-- especially FOOD!

My photos

4 albums
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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.