Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

Areas of focus

  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
30
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

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.