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. Working Togethe
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Meeting with an Ameriprise financial advisor is an important first step. 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. My Areas of Focus:
Family Finances
Retirement Planning Strategies
Education Planning
Intergenerational Planning
Insurance
Investment Management
Charitable Giving
I am licensed and registered to conduct business in LA. Based on licenses and registrations I hold, I may also conduct business in AL, AR, FL, GA, MS, SC, TX, VA, AZ, CA, CO, IL, IN, MD, MN, MO, NH, NY, NC, OH, UT, WA.