▪ Deliver an exceptional customer experience by acting with a customer-first attitude▪ Manage assigned customers and proactively meet with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations▪ Make personal connections, engage and educate customers, ask open-ended questions, and listen to establish trust and build lasting relationships▪ Influence, educate, and connect customers to technology▪ Possesses initiative and knowledge to provide financial options for customers using a consultative approach▪ Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together ▪ Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Strategic Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC.My approach:Putting clients first; it's what I doAmeriprise earned a Hearts & Wallets Top Performer™ recognition in:“Unbiased, puts my interest first”“Explains things in understandable terms”“Understands me and shares my values”I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.With the right financial advisor, life can be brilliant.Areas of focus:Family FinancesInvestment ManagementRetirement Planning Strategies