Advisor profile


My approach

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


Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Investments
  • Retirement Planning Strategies
  • Small Business
  • Women's Financial Strategies
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • 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, Heroes on the Water - Tampa Bay FL Chapter, Humane Society of Tampa Bay, Leadership 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 Client Experience Award, 2020
  • Ameriprise Circle of Success, 2005-2020
  • Ameriprise Hall of Fame & Diamond Ring, 2018

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.