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

  • Insurance
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
16
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®

Education

  • University of South Florida - B.S. Management

Interests

Outside of work, I enjoy spending time with my husband and our three sons. We have a love for our Florida lifestyle. You can often times finds us boating and enjoying our local beaches. I also enjoy family trips that involve hiking and scuba diving, Another important piece of my life is the involvement I have with our local church.

Community participation

  • Women's Resource Center
  • Meals On Wheels PLUS of Manatee
  • Oasis Church

Previous experience

  • Financial Planner, Prudential, 2004-2018