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
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Small Business
  • Family Finances
  • Women's Financial Strategies
  • Insurance
  • Retirement Planning Strategies

Education

  • University of Florida, Bachelor of Arts in Communication Studies, 1991
  • Florida State University College of Law, Juris Doctor, 1995

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Community participation

A proud member of Alpha Kappa Alpha Sorority, Inc., committed to community service with programs in educational enrichment, health promotion, family strengthening, and global impact.

Closely involved with the Young Survival Coalition, the premier organization dedicated to the critical issues unique to young women who are diagnosed with breast cancer, offering resources, connections and outreach so women feel supported, empowered and hopeful.

Interests

My cup runneth over with global travel, art galleries, a good book that cannot be put down, outdoor activities, and all things canine.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.