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.

Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Master of Business Administration
  • Ph.D

Education

  • Ph.D. - University of Florida, 1987
  • MBA - University of South Florida, 1995
  • B.A. - Saint Leo University, 1970

Awards & recognition

  • Gratium Wealth Planning, Ameriprise Client Experience Award, 2020-2023

Community participation

Founding mother of Sunrise of Pasco,Inc. local domestic violence shelter. Academy at the Lakes School - Finance Committee past member. National Multiple Sclerosis Society - member. Title sponsor of the Annual Ameriprise Golf Tournament to benefit the Golf Academy at Franklin Middle Magnet School in Tampa, Florida.

Interests

  • I enjoy walking the Florida Trail system with my spouse.
  • Traveling to new places.
  • My granddaughter, Anika, is the light of my life.

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.