Professional Management

My Approach:
What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.


Areas of Focus:
-Employee Stock Options
-Family Finances
-Intergenerational Planning
-Investments
-Retirement Income Strategies
-Estate Planning Strategies
-Tax Planning Strategies
-Divorce Financial Planning
-Executive Compensation and Benefit Strategies
-Insurance
-Education Planning

Working Together:
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 for more important disclosures and information.

Qualifications:
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner with 21 years of experience

Interests:
My Family: I am proud to share my life with such a driven yet family-centered woman. We strive to be good role models for our two children so they become productive, ethical, fearless members of society.

Sports: From coaching teams to my weekly tennis match, sports are an active part of my life. They teach discipline, team work, sportsmanship and community pride.

Theatre: My affinity for theatre began in college as I participated in many productions. While I don't perform anymore, we are ardent supporters of the Cleveland theatre community.

Reading: Whether for pleasure or for expanding my professional acumen, I always enjoy a good “read”.