I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.
Areas of Focus:
-Retirement Income Strategies
-Women's Financial Strategies
-Cash Flow Management Strategies
-Retirement Planning Strategies
-Saving for Education
It brings me joy to spend time with family and friends; whether it's traveling, golfing, wine tasting, getting together for dinner, hiking with my rescue dog, Bijou, or any activity that allows me to remain close to those I care about. On my spare time I enjoy running along Pacific Coast Highway in Huntington and Newport Beach while training for half marathons. Volunteering and giving back is important to me because I believe I can help make a difference in the local community through the organizations I actively participate in, including: Junior League of Orange County, Youth Motivation Task Force, and Alpha Delta Pi Alumnae Association.
CRPC® Chartered Retirement Planning Counselor
CA Insurance License #0H78417
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.
What to expect:
-Professional help in clarifying your financial goals and priorities
-If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
-Accurate information about our tailored solutions, including risks, benefits and costs
What to Bring:
-A list of any questions you have regarding your current financial situation
-Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
-A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals
Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.
Financial Advisor at Ameriprise Financial Services, Inc.