Advisor profile

My approach

Creating lifelong relationships and raving fans by helping our business entity, individual and charitable organization clientele pursue their financial goals.

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

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Family Finances
  • Charitable Giving
  • Small Business
  • Women's Financial Strategies
  • Saving for Education


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


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

Awards & recognition

  • Osgood & Associates, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Circle of Success, 2005-2023
  • Ameriprise Hall of Fame & Diamond Ring, 2018
  • Ameriprise Ultimate Digital Excellence Award, 2023

Community participation

I support American Cancer Society, Crisis Center of Tampa Bay, Feeding America-Tampa Bay, Gasparilla Festival of the Arts, Heroes on the Water-Tampa Bay, Humane Society of Tampa Bay, Leadership Tampa Bay, Moffitt Cancer Center, Smart Ride, Southeastern Guide Dogs, Inc., Tampa Bay Jewish Film Festival, Tampa Firefighters, Tampa Museum of Art, TBBCA, & West Tampa Chamber of Commerce.


My interests include scuba diving, traveling, and visiting local art events, volunteering, and attending charitable functions with family, clients, and friends.

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.