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

  • Investment Management
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CFA® Chartered Financial Analyst®
  • CIMA® Certified Investment Management Analyst®
  • ChFC® Chartered Financial Consultant®
  • CTFA Certified Trust and Financial Advisor


  • BS Social Sciences/Economics, Florida State University

Community participation

Giving back to a community that gave me so much is one of the great joys of my life. I sat on the Crawls for Charity Board of Directors from 2014 to 2017 and am an active member in the Gulf Coast Estate Planning Council. I have volunteered my time in the past, and plan on continuing to do so in the future, to the following local organizations and charities:

Awards & recognition

  • Forbes Top Next-Generation Wealth Advisors, 2018, 2020, 2021
  • Forbes Best-in-State Wealth Advisors, 2019, 2022
  • Ameriprise Circle of Success, 2018, 2019, 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.