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.

Get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Family Finances
  • Estate Planning Strategies

Education

  • Bachelors of Business Admin - Finance, University of Alaska Fairbanks 1994
  • Apple Valley High School, Apple Valley, California 1990

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021-2022

Professional associations

  • Rotary District 6060 Governor 2023-2024
  • Rotary Club of Cottleville/Weldon Spring, Past President

Community participation

  • Charter member (2000) and Past President (2005-06) of the Cottleville/Weldon Spring Rotary Club http://www.cwsrotary.org
  • Rotary District 6060 Assistant Governor (2014-2017)
  • Rotary District 6060 District Governor (2023-2024) www.rotary6060.org

Interests

  • Promoting healthy living through essential oils
  • Visiting the National Parks and traveling the world
  • Motorcycle riding with my husband, Mike
  • Gardening
  • Genealogy

My photos

1 albums
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