Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

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
14
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • 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
  • Johnson and Associates, Ameriprise Client Experience Award, 2020-2021

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.