Advisor profile

What you can expect when you work with me

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.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Insurance
  • Charitable Giving
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Small Business
  • Investments
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Saving for Education
  • Retirement Income Strategies


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Florida Life Health & Variable Annuity License
  • Series 7
  • Series 66


  • University of Florida, B.S. in Psychology with Honors
  • University of Florida, Warrington College of Business, Business Minor

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2023-2024
  • Ameriprise Ultimate Digital Excellence Award, 2023
  • CVA Financial Group, Ameriprise Client Experience Award, 2021-2023
  • Ameriprise Chairman's Award, 2020

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.

Community participation

2023 10th Annual Moment Luncheon benefitting Healthy Mothers, Healthy Babies of Palm Beach County
2023 10th Annual Moment Luncheon benefitting Healthy Mothers, Healthy Babies of Palm Beach County

Gala Committee Member & Sponsor of Annual Moments Luncheon benefitting HMHB

Feeding South Florida Volunteer & Donor

NAMI (National Alliance for Mental Illness) Donor


  • Spending time with our family is a top priority, whether its family picnics, birthday parties, or travel, we love being together
  • Cooking and entertaining in our home
  • Trying new restaurants in town
  • Attending concerts - I have seen Maroon 5 in concert five times and traveled to Las Vegas for Dave Matthews Band

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.