Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
close
View Larger
She works at the Walnut Creek office (1277 Treat Blvd, Suite 660 Walnut Creek, CA 94597)
Notary Public, Commission # 2222998, Contra Costa County
Joined American Express Financial Advisors in 1997
Joined Ameriprise Financial in 2008
I enjoy getting outside to either hike, snow ski, or take our baby for a walk. My other favorite hobbies are collecting vinyl, writing, going to the movies, and playing my guitar or piano.
Fully licensed in Series 7, Series 63 and Series 66
Bachelor of Science in Financial Planning - Winthrop University, SC
Joined Ameriprise in April 2021
Join Esco, Hanan, and Associates in January 2024
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer me, the person you refer will receive an email with a link to my website. From there, they can learn more about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. I will receive your contact’s information and may reach out to them directly.
Your referral will hear from me soon. Feel free to let them know in advance that I will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2024 Ameriprise Financial, Inc.