Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Women's Financial Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®

Education

  • State University of New York at Oneonta

Interests

  • Spending Time with my two boys.
  • Sports

Community participation

  • Hollywood Wildcats
  • Boca Raton Chamber of Commerce
  • Boca Raton Helping Hands
  • National Day of Service

Awards & recognition

  • Ameriprise Circle of Success, 2010, 2011, 2012