Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Tax Planning Strategies
  • Small Business
  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Retirement Plan Distribution
  • Insurance
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Family Finances
12
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
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 Licensed
  • Series 66 Licensed
  • Life, Health and Variable Annuity Licensed

Education

  • B.S. Finance from the University of South Florida, 2007

Interests

  • Staying Active and Being Healthy Through Yoga, Spinning, and Golfing
  • Attending Music Concerts
  • Traveling Both Domestically and Internationally
  • Going to the Beach When Time Permits
  • Boating in the Gulf of Mexico
  • Boot Camp
  • Spectator Sports

Community participation

  • American Lung Association - Fight For Air Climb
  • Kiwanis Club Brandon - School Supply Drives
  • Dress For Success
  • BNI Leadership Team
    • Best of Tampa Bay
    • Tampa Bay Woman of the Year Nominee 2013, 2015
    • Tampa Bay Business Woman of the Year Nominee 2015
    • #3 Best in the Biz Readers Choice Award for Financial Planner in Tampa Bay 2012, 2013 & 2014
    • Cars & Couture 2014

Awards & recognition

  • Protect.Grow.Give, RiverSource Life Insurance Company, 2013
  • Protect.Grow.Give, Riversource Life Insurance Company, 2010
  • Protect.Grow.Give, Riversource Life Insurance Company, 2009