Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
50
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
  • Small Business
  • Domestic Partner Planning
  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CPA Certified Public Accountant

Education

  • University of Florida School of Business, BSBA 1970-1974

Awards & recognition

  • Wacks & Collaro, Ameriprise Client Experience Award, 2021-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021 - 2022
  • Ameriprise Circle of Success, 2004-2015

Previous experience

  • Managing Shareholder of Wacks, Kruzel & Brass, CPA, PA., 20 Years

Community participation

Former Officer and Board Member-Temple Kol Ami, Jewish Community Center, Ann Stork Center, American Bankers Association, Real Estate Securities Institute. Formerly active in the Jewish Federation and Plantation Athletic League.

  • Leadership Ft Lauderdale
  • Program developed by the Ft Lauderdale Chamber of Commerce
  • FICPA Committee on Relations with the Florida Bar, 2011

Interests

  • Working out
  • Tennis
  • Relaxing in the Mountains
  • Spending time with my family

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.