Advisor profile


What you can expect when you work with me

 At Ameriprise, our 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.
Feel confident about your financial future.

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Series 65

Education

  • Bachelors Degree, Liberal Arts, University of Florida, Gainesville, FL

Interests

Tennis

Golf - Golf frequently at Jupiter Country Club

Fishing - I love fishing out off of Jupiter Inlet

Biking

Community participation

Here at Ameriprise we volunteer twice a year to the Palm Beach County Food Bank and St Anne's Place as part of our Annual Day of Service, to help families in the community. I became involved in the volunteering once I joined Ameriprise back in June 2020. I am also a member of the Jupiter Country Club where I golf frequently.

Previous experience

  • Associate Vice President with Wells Fargo Advisors, 2011-2020