Advisor profile


What you can expect when you work with me

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.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Retirement Income Strategies
  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of South Florida - B.S. - Finance - 2003

Awards & recognition

  • Ameriprise Circle of Success, 2019, 2020

Previous experience

  • Financial Advisor, Prudential Financial, Lakewood Ranch, FL, 2006-2018

Community participation

  • U.S. Hunger Relief Organization | Feeding America
  • ASPCA
  • Meals On Wheels PLUS of Manatee County
  • Women's Resource Center
  • Lakewood National Golf Club

Interests

Outside of work, I enjoy traveling, especially to check out new theme parks. I love pets. My dog, Azzurri and I love spending time outdoors at the dog park. I am an aficionado to all sports and sporting events.