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My Approach

I work with individuals to understand what means most to them and their families. This information provides the foundation for a personalized financial strategy that incorporates their unique goals and objectives. My years of experience have taught me that the best way to achieve financial success is to understand your current situation and develop a plan of action that can be adjusted to reflect your changing needs, fluctuating economic conditions and tax law changes.

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Interests

  • Saltwater Fishing - In my office you'll find photos of me with an almost tournament winning king, a dolphin that ate my tuna & a decent sized yellowtail snapper.
  • Wildlife - We enjoy the seasonal encounters in our backyard, such as wild turkeys, deer, otters, turtles laying their eggs, and all the herons, egrets & such. Time & weather permitting, we start the day with feeding our fish in the pond. You'll also find photos in my office of our 'wild' Jack Russell & Norwich Terrier.
  • Art shows - Such as the annual Tarpon Springs Art Festival.
  • Golf - Or rather, watching others golf & going along for the ride in the cart. My golf swing is hilarious!

Community Participation

  • 2nd Vice President - Wheels of Success

Wheels of Success provides transportation solutions to keep working families working.   They supply these families with reliable vehicles and/or car-care services so they can arrive at work dependably, take their children to the doctor, shop for groceries and participate in community activities.  Wheels of Success obtains vehicles through purchase or donation, and restores them to good running condition through the support of partners in the automotive industry.   To learn more - http://www.wheelsofsuccess.org

Areas of Focus

  • Women's Financial Strategies
  • Small Business
  • Family Finances
  • Charitable Giving
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies

Experience

Qualifications

  • Financial Advisor - 1999 to Present
  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Professional Associations

  • Financial Planning Association

Files for Download

My Videos

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My Photos Show Thumbnails

Cindy's Pets Event - April 2013 Our Ameriprise table benefiting our four-legged friends.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.