Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise 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

  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®

Interests

Parenting my sons, Garrett and Seth, so they can achieve their potential & carefree spirits.

I am committed to individuals living in "wealth," which I define as the ability to live life to the fullest.

Community participation

  • Elementary School Reading Volunteer
  • Mentor, At Risk Youth
  • Member, Flagler County Chamber of Commerce - Flagler County, FL
  • Member, Ormond Beach Rotary - Ormond Beach, FL
  • Member and Mentor, Seniors Today, PAL (Police Athletic League) - Palm Coast, FL