Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Insurance
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CLU® Chartered Life Underwriter®
  • APMA® Accredited Portfolio Management Advisor℠


  • University of South Florida - B.S. Management


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
  • Locks of Love
  • Replay Outreach

Awards & recognition

  • Ameriprise Client Experience Award, 2020-2021
  • Ameriprise Circle of Success, 2019-2020-2021

Previous experience

  • Financial Planner, Prudential, 2004-2018