Ameriprise Financial

As a former college athlete at Indiana University, I bring the same discipline and dedication to helping people achieve their financial goals through personalized financial advice. Recently, I've made the exciting move to Charlotte from Wisconsin, and I'm thrilled to be part of this incredible community!

My process involves analyzing your current financial situation and crafting a strategy to get you to where you want to be. Whether you're starting your first investment accounts or developing a tax-efficient distribution strategy for retirement, I'm with you every step of the way.

At Ameriprise, we've been offering quality investment management and financial planning services for over 130 years. When you work with me and my team, you can expect: 

• 1:1 financial advice based on your goals and needs 
• Personalized investment 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 

If you or someone in your network could benefit from working with me, feel free to reach out!