Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Charitable Giving
  • Family Finances
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CDFA® Certified Divorce Financial Analyst
  • CMFA® Certified Military Financial Advisor®
  • Series 7 and 66
  • Life, Health, and Variable Annuity

Education

  • Bachelor of Science- Florida State University

Awards & recognition

  • Ameriprise Circle of Success, 2018-2020
  • Ameriprise Client Experience Award, 2020

Previous experience

  • First Vice President-Investment Officer, CFP® Wells Fargo Advisors, LLC, August 1995 - May 2013

Community participation

  • Citizen of the Year finalist, Florida Today 2016
  • Women's Advisor Retreat, Speaker, Upper Midwest 2015
  • Women's Advisor Retreat, Speaker, Chicago 2014
  • Women's Advisor Forum, Keynote Speaker, New York 2014
  • Women’s Advisor Forum, Keynote Speaker, Chicago 2014
  • Wealth Management Conference, Panelist, California 2014

Interests

  • Spending time with family and friends
  • Hot Yoga
  • CycleBar
  • Orange Theory Fitness
  • Brevard Zoo and giving back to other charitable organizations in Brevard.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.