Financial advice, investment management, and protection planning for owners of small to medium-sized businesses.
Prior to becoming a financial advisor with Ameriprise, I spent more than 20 years working in information technology leadership positions in various fields, including telecommunications, healthcare, and online dating.
My business is not transactional. Every engagement starts with a comprehensive review of the client's entire financial picture, and advice and recommendations are presented to help clients get started now, with the understanding that options can change as their business needs evolve.
financial advice, retirement savings plan design, tax planning, protection planning, investment management
A small to medium-sized business owner whose needs have become more complex because they no longer have access to group retirement savings plans or insurance benefits and now need advice and options on how to replicate them for their own individual needs and/or offer them to their employees.
Certified Financial Planner Professional, CFP Board Women In Insurance and Financial Services 100 Women in Finance