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

  • Family Finances
  • Investments
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • Bachelor of Arts from the University of Colorado at Boulder
  • Degree in Italian Language & Literature from the Universita' di Bologna, Italy
  • Series 7 - General Securities Representative License
  • Series 66 - Registered Investment Advisor State Law License
  • Series 31 - Managed Futures License
  • Life, Long Term Care, Disability Insurance and Variable Annuity License
  • Rule 144 Specialist - Restricted and Control Securities

Education

  • Bachelor of Arts from the University of Colorado at Boulder
  • Degree in Italian Language and Literature from the Universita' di Bologna, Italy

Awards & recognition

  • Five Star Wealth Manager, 2012-2023
  • Ameriprise Client Experience Award, 2022, 2023

Previous experience

  • Ameriprise Financial, Financial Advisor, CFP®, ChFC®, (Oct 2011- present)
  • Morgan Stanley Smith Barney, Financial Advisor, (May 2002 - October 2011)

Community participation

Habitat for Humanity - Denver Women's Build Leadership Day, September 13, 2014

Habitat for Humanity - Women Build Week, 2015-2019

Susan B. Komen Race For The Cure 5k Walk/Run, September 2013 - 2022

Daughters of the American Revolution 2009 - 2022

Wreaths Across America - Fort Logan Cemetery 2017 - 2022

International Women's Day - 2018

Women's Advisor Academy 2016 - 2018

University of Colorado, Boulder, Colorado - 2013 George Norlin Award Nomination.

University of Colorado Alumni Association, Board of Directors 2005 - 2008

Attended the Barron's Winner's Circle Top Women Advisors Summit, November 2011

Interests

I enjoy playing the piano & guitar, taking long walks with Ivan, our white Swiss Shepherd, sewing, gardening, and traveling with my husband.

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.