Team profile


Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

To get started, request a complimentary initial consultation.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Investments
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Insurance

Community participation

We have recently held donation drives for the Humane Society of Catawba County and Classroom Connections. We are currently organizing our end of year projects now. You can follow us on Facebook to keep up with community relations.