Advisor profile


My approach

Our goal is to help clients, including individuals, trusts, businesses, and charitable organizations grow and protect their net worth. We work with them to understand what is important and unique to them and/or their business. This information looks to provide the foundation for a strategic plan to help them pursue their short and long-term goals.

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Investments
  • Retirement Planning Strategies
  • Small Business
  • Women's Financial Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor SM
  • Financial Advisor
  • Business Financial Advisor
  • Bachelor of Science Degree

Education

  • BA, Finance, Eastern Michigan University, Ypsilanti, MI

Interests

My interests include painting, scuba diving with family and friends, traveling, and visiting local art events. I also volunteer, and attend charitable functions. Imagine what our world would be like if everyone gave a few hours of their time each week to help others in their community.

Community participation

I support the American Cancer Society, Anchor House, CrisisCenter of Tampa Bay, Feeding America-Tampa Bay, Gasparilla Festival of the Arts, Humane Society of Tampa Bay, Moffitt Cancer Center, RCS, Smart Ride, Tampa Bay Jewish Film Festival, Tampa Firefighters, Tampa Museum of Art, TBBCA, West Tampa Chamber of Commerce, & Women's Peacepower Foundation.

Awards & recognition

  • Ameriprise Circle of Success, 2005-2019
  • Ameriprise Hall of Fame & Diamond Ring, 2018