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
13
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℠
  • BFA™ Behavioral Financial 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
  • Former 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
  • Ameriprise Circle of Success, 2020
  • Ameriprise Client Experience Award, 2020

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.