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

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Sustainable and Responsible Investing
  • Family Finances
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts, English, University of Florida, Gainesville, FL

Interests

  • Family is the most important part of my life. We love to spend time at the beach with the kids or curled up on the couch for family pizza and movie night.
  • Spending my teenage years in Sydney, Australia and studying abroad in Madrid during college instilled my love of travel. Iceland is at the top of my travel wish list.
  • Exercise has always been a staple in my life. It's keeps me grounded and my mind clear and calm.
  • My husband Jon and I are foodies, and we love to try new restaurants.

Community participation

  • Jr. League of Greater Ft. Lauderdale
  • Broward Public Library Foundation
  • Davie/Cooper City Chamber of Commerce
  • University of Florida Alumni Group
  • Pi Beta Phi Alumni of Broward County

Awards & recognition

  • Glades Wealth Partners, Ameriprise Client Experience Award, 2021

Honored to receive recognition

All of us at Glades Wealth Partners are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Glades Wealth Partners team and the great experience we work so hard to provide for our clients every day.