Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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.
Get started

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies

Awards & recognition

  • SPARK Financial Group, Ameriprise Client Experience Award, 2021

Community participation

Working on behalf of healthy communities and healthy people gets us up every morning. While you may interact with us most around your financial well-being, we are active in many ways and organizations that support and advance equity and vitality. Some of our service in the world includes teaching financial literacy, supporting local and woman-owned businesses, protecting the environment, engaging in social justice work, empowering women, and investing in and appreciating arts and culture.

Our photos

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