ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1996. I help clients succeed by helping them create a holistic and integrated wealth plan that is built around their goals. I focus on simplifying the complex and ensuring that clients understand their financial strategy.

I live in Wayzata. I enjoy spending time with my husband, Tom, and our five young adult children.  We are active members of St. Mary's Greek Orthodox Church and enjoy our Greek community.

My areas of focus: Next generation, Wealth creators, Women

Education

  • California State University, Long Beach: Bachelor of Science, business administration and accounting
MY OFFICE

 

800 Nicollet Mall
Minneapolis, MN 55402

advisor address map to800 Nicollet Mall
RECOMMENDED READING

 

Market news

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Understanding potential tax law changes

The Biden administration and others have put forth proposals for legislation that would overhaul current income tax policies. U.S. Bank explains how changes can impact your own financial circumstances.

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Women, money and influence

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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.